Legacy Wealth Management, Inc Schwab Strategic Tr 1000 Index Transaction History
Legacy Wealth Management, Inc
- $1.38 Billion
- Q2 2024
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 3,646,598 shares of SCHK stock, worth $201 Million. This represents 13.81% of its overall portfolio holdings.
Number of Shares
3,646,598
Previous 3,683,412
1.0%
Holding current value
$201 Million
Previous $187 Million
2.24%
% of portfolio
13.81%
Previous 13.76%
Shares
27 transactions
Others Institutions Holding SCHK
# of Institutions
169Shares Held
34.5MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA24.2MShares$1.33 Billion2.82% of portfolio
-
Warwick Investment Management, Inc.1.88MShares$103 Million23.08% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA1.27MShares$69.9 Million5.9% of portfolio
-
Waddell & Associates, LLC950KShares$52.3 Million6.58% of portfolio
-
Colony Group LLC Boston, MA288KShares$15.9 Million0.18% of portfolio