Phocas Financial Corp. Schwab Strategic Tr 1000 Index Transaction History
Phocas Financial Corp.
- $24.4 Billion
- Q1 2024
Shares
9 transactions
Others Institutions Holding SCHK
# of Institutions
156Shares Held
34.7MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA24.4MShares$1.28 Billion2.79% of portfolio
-
Legacy Wealth Management, Inc3.68MShares$193 Million13.76% of portfolio
-
Warwick Investment Management, Inc.1.88MShares$98.2 Million22.84% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA1.25MShares$65.2 Million5.85% of portfolio
-
Waddell & Associates, LLC950KShares$49.7 Million6.56% of portfolio