Main Street Financial Solutions, LLC Schwab Strategic Tr 1000 Index Transaction History
Main Street Financial Solutions, LLC
- $1.11 Billion
- Q3 2024
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 145,742 shares of SCHK stock, worth $4.25 Million. This represents 0.73% of its overall portfolio holdings.
Number of Shares
145,742
Previous 137,709
5.83%
Holding current value
$4.25 Million
Previous $7.21 Million
11.82%
% of portfolio
0.73%
Previous 0.67%
Shares
3 transactions
Others Institutions Holding SCHK
# of Institutions
187Shares Held
44.9MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA28.6MShares$834 Million3.25% of portfolio
-
Legacy Wealth Management, Inc6.97MShares$203 Million12.67% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA2.63MShares$76.8 Million5.98% of portfolio
-
Warwick Investment Management, Inc.2.1MShares$61.2 Million27.6% of portfolio
-
Waddell & Associates, LLC963KShares$28.1 Million6.53% of portfolio