O'Shaughnessy Asset Management, LLC Schwab Strategic Tr 1000 Index Transaction History
O'Shaughnessy Asset Management, LLC
- $14.2 Billion
- Q2 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 $13,381. This represents 0.0% of its overall portfolio holdings.
Number of Shares
412
Previous 412
-0.0%
Holding current value
$13,381
Previous $11,000
9.09%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SCHK
# of Institutions
236Shares Held
73.1MCall Options Held
91.7KPut Options Held
20.8K-
Financial Engines Advisors L.L.C. Santa Clara, CA46.6MShares$1.51 Billion2.78% of portfolio
-
Legacy Wealth Management, Inc6.65MShares$216 Million12.34% of portfolio
-
Warwick Investment Management, Inc.4.09MShares$133 Million23.81% of portfolio
-
Creative Planning Overland Park, KS3.09MShares$100 Million0.08% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA2.43MShares$78.9 Million5.96% of portfolio