Main Street Financial Solutions, LLC Schwab Strategic Tr 1000 Index Transaction History
Main Street Financial Solutions, LLC
- $1.03 Billion
- Q4 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 303,389 shares of SCHK stock, worth $8.12 Million. This represents 0.84% of its overall portfolio holdings.
Number of Shares
303,389
Previous 145,742
108.17%
Holding current value
$8.12 Million
Previous $8.06 Million
6.58%
% of portfolio
0.84%
Previous 0.73%
Shares
4 transactions
Others Institutions Holding SCHK
# of Institutions
205Shares Held
70.4MCall Options Held
3.9KPut Options Held
6.9K-
Financial Engines Advisors L.L.C. Santa Clara, CA47.7MShares$1.28 Billion2.85% of portfolio
-
Legacy Wealth Management, Inc6.97MShares$187 Million12.67% of portfolio
-
Warwick Investment Management, Inc.4.39MShares$117 Million25.69% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA2.63MShares$70.5 Million5.98% of portfolio
-
Waddell & Associates, LLC1.94MShares$51.9 Million5.64% of portfolio