Parkside Advisors LLC Schwab Strategic Tr 1000 Index Transaction History
Parkside Advisors LLC
- $415 Million
- Q1 2025
A detailed history of Parkside Advisors LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Parkside Advisors LLC holds 120,127 shares of SCHK stock, worth $3.59 Million. This represents 0.77% of its overall portfolio holdings.
Number of Shares
120,127
Previous 120,127
-0.0%
Holding current value
$3.59 Million
Previous $3.4 Million
5.44%
% of portfolio
0.77%
Previous 0.8%
Shares
14 transactions
Others Institutions Holding SCHK
# of Institutions
216Shares Held
70.6MCall Options Held
3.2KPut Options Held
8.21K-
Financial Engines Advisors L.L.C. Santa Clara, CA47MShares$1.4 Billion2.72% of portfolio
-
Legacy Wealth Management, Inc6.89MShares$206 Million12.37% of portfolio
-
Warwick Investment Management, Inc.4.08MShares$122 Million22.95% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA2.63MShares$78.7 Million5.8% of portfolio
-
Waddell & Associates, LLC1.99MShares$59.6 Million7.2% of portfolio