O'Shaughnessy Asset Management, LLC Schwab Strategic Tr 1000 Index Transaction History
O'Shaughnessy Asset Management, LLC
- $12.1 Billion
- Q1 2025
A detailed history of O'Shaughnessy Asset Management, LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, O'Shaughnessy Asset Management, LLC holds 412 shares of SCHK stock, worth $11,721. This represents 0.0% of its overall portfolio holdings.
Number of Shares
412
Previous 430
4.19%
Holding current value
$11,721
Previous $12,000
8.33%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SCHK
# of Institutions
215Shares Held
70.6MCall Options Held
3.2KPut Options Held
8.21K-
Financial Engines Advisors L.L.C. Santa Clara, CA47MShares$1.34 Billion2.72% of portfolio
-
Legacy Wealth Management, Inc6.89MShares$196 Million12.37% of portfolio
-
Warwick Investment Management, Inc.4.08MShares$116 Million22.95% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA2.63MShares$74.9 Million5.8% of portfolio
-
Waddell & Associates, LLC1.99MShares$56.7 Million7.2% of portfolio