Legacy Wealth Management, Inc Schwab Strategic Tr 1000 Index Transaction History
Legacy Wealth Management, Inc
- $1.61 Billion
- Q2 2025
A detailed history of Legacy Wealth Management, Inc transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Legacy Wealth Management, Inc holds 6,650,328 shares of SCHK stock, worth $204 Million. This represents 12.34% of its overall portfolio holdings.
Number of Shares
6,650,328
Previous 6,893,528
3.53%
Holding current value
$204 Million
Previous $186 Million
6.86%
% of portfolio
12.34%
Previous 12.37%
Shares
31 transactions
Others Institutions Holding SCHK
# of Institutions
234Shares Held
73MCall Options Held
91.7KPut Options Held
20.8K-
Financial Engines Advisors L.L.C. Santa Clara, CA46.6MShares$1.43 Billion2.78% of portfolio
-
Warwick Investment Management, Inc.4.09MShares$126 Million23.81% of portfolio
-
Creative Planning Overland Park, KS3.09MShares$95 Million0.08% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA2.44MShares$74.9 Million5.96% of portfolio
-
Waddell & Associates, LLC1.99MShares$61.1 Million6.39% of portfolio