Mgo One Seven LLC Schwab Strategic Tr 1000 Index Transaction History

Mgo One Seven LLC

$1.88 Billion
Q1 2024

A detailed history of Mgo One Seven LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Mgo One Seven LLC holds 4,392 shares of SCHK stock, worth $234,049. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,392

Holding current value

$234,049

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 14, 2024	BUY	$45.19 - $50.67 $198,474 - $222,542	4,392 New	4,392 $222,000

Others Institutions Holding SCHK

# of Institutions

158

Shares Held

34.7M

Call Options Held

Put Options Held

Financial Engines Advisors L.L.C. Santa Clara, CA

24.4M
Shares

$1.3 Billion
2.79% of portfolio
Legacy Wealth Management, Inc

3.68M
Shares

$196 Million
13.76% of portfolio
Warwick Investment Management, Inc.

1.88M
Shares

$100 Million
22.84% of portfolio
Armstrong Advisory Group, Inc Needham, MA

1.25M
Shares

$66.4 Million
5.85% of portfolio
Waddell & Associates, LLC

950K
Shares

$50.6 Million
6.56% of portfolio

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About SCHWAB STRATEGIC TR 1000 INDEX

Ticker SCHK
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