Madison Wealth Management Schwab Strategic Tr 1000 Index Transaction History
Madison Wealth Management
- $449 Million
- Q3 2023
A detailed history of Madison Wealth Management transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Madison Wealth Management holds 61,320 shares of SCHK stock, worth $1.75 Million. This represents 0.56% of its overall portfolio holdings.
Number of Shares
61,320
Previous 61,320
-0.0%
Holding current value
$1.75 Million
Previous $2.62 Million
3.47%
% of portfolio
0.56%
Previous 0.56%
Shares
8 transactions
Others Institutions Holding SCHK
# of Institutions
181Shares Held
39.5MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA28.6MShares$817 Million3.25% of portfolio
-
Legacy Wealth Management, Inc3.59MShares$103 Million12.87% of portfolio
-
Warwick Investment Management, Inc.2.1MShares$59.9 Million27.6% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA1.27MShares$36.3 Million5.84% of portfolio
-
Waddell & Associates, LLC963KShares$27.5 Million6.53% of portfolio