Legacy Wealth Management, Inc Schwab Strategic Tr 1000 Index Call Options Transaction History

Legacy Wealth Management, Inc

$1.61 Billion
Q2 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding SCHK

# of Institutions

226

Shares Held

70M

Call Options Held

3.2K

Put Options Held

8.21K

Financial Engines Advisors L.L.C. Santa Clara, CA

47M
Shares

$1.41 Billion
2.72% of portfolio
Warwick Investment Management, Inc.

4.09M
Shares

$123 Million
23.81% of portfolio
Armstrong Advisory Group, Inc Needham, MA

2.44M
Shares

$73.1 Million
5.96% of portfolio
Waddell & Associates, LLC

1.99M
Shares

$59.8 Million
7.2% of portfolio
Creative Planning Overland Park, KS

854K
Shares

$25.6 Million
0.02% of portfolio

About SCHWAB STRATEGIC TR 1000 INDEX

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