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

Legacy Wealth Management, Inc

$1.36 Billion
Q1 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding SCHK

# of Institutions

158

Shares Held

34.7M

Call Options Held

0

Put Options Held

0

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

24.4M
Shares

$1.29 Billion
2.79% of portfolio
Warwick Investment Management, Inc.

1.88M
Shares

$99.5 Million
22.84% of portfolio
Armstrong Advisory Group, Inc Needham, MA

1.25M
Shares

$66.1 Million
5.85% of portfolio
Waddell & Associates, LLC

950K
Shares

$50.4 Million
6.56% of portfolio
Colony Group LLC Boston, MA

288K
Shares

$15.3 Million
0.18% of portfolio

About SCHWAB STRATEGIC TR 1000 INDEX

Ticker SCHK
Sector ETFs
Industry ETFs

More about SCHK

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Wealth Management, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Wealth Management, Inc with notifications on news.