Main Street Financial Solutions, LLC Schwab Strategic Tr 1000 Index Transaction History
Main Street Financial Solutions, LLC
- $1.14 Billion
- Q1 2025
A detailed history of Main Street Financial Solutions, LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Main Street Financial Solutions, LLC holds 340,144 shares of SCHK stock, worth $10.5 Million. This represents 0.8% of its overall portfolio holdings.
Number of Shares
340,144
Previous 303,389
12.11%
Holding current value
$10.5 Million
Previous $8.59 Million
6.61%
% of portfolio
0.8%
Previous 0.84%
Shares
5 transactions
Others Institutions Holding SCHK
# of Institutions
233Shares Held
72.7MCall Options Held
3.2KPut Options Held
8K-
Financial Engines Advisors L.L.C. Santa Clara, CA47MShares$1.44 Billion2.72% of portfolio
-
Legacy Wealth Management, Inc6.65MShares$204 Million12.34% 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