Mc Adam, LLC Schwab Strategic Tr 1000 Index Transaction History
Mc Adam, LLC
- $1.65 Billion
- Q2 2024
A detailed history of Mc Adam, LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Mc Adam, LLC holds 9,548 shares of SCHK stock, worth $516,451. This represents 0.03% of its overall portfolio holdings.
Number of Shares
9,548
Previous 9,745
2.02%
Holding current value
$516,451
Previous $493,000
1.22%
% of portfolio
0.03%
Previous 0.03%
Shares
8 transactions
Others Institutions Holding SCHK
# of Institutions
169Shares Held
34.5MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA24.2MShares$1.31 Billion2.82% of portfolio
-
Legacy Wealth Management, Inc3.65MShares$197 Million13.81% of portfolio
-
Warwick Investment Management, Inc.1.88MShares$101 Million23.08% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA1.27MShares$68.6 Million5.9% of portfolio
-
Waddell & Associates, LLC950KShares$51.4 Million6.58% of portfolio