Private Ocean, LLC Schwab Strategic Tr 1000 Index Transaction History
Private Ocean, LLC
- $889 Million
- Q1 2024
A detailed history of Private Ocean, LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Private Ocean, LLC holds 797 shares of SCHK stock, worth $42,527. This represents 0.0% of its overall portfolio holdings.
Number of Shares
797
Previous 796
0.13%
Holding current value
$42,527
Previous $36,000
11.11%
% of portfolio
0.0%
Previous 0.0%
Shares
16 transactions
Others Institutions Holding SCHK
# of Institutions
158Shares Held
34.7MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA24.4MShares$1.3 Billion2.79% of portfolio
-
Legacy Wealth Management, Inc3.68MShares$197 Million13.76% of portfolio
-
Warwick Investment Management, Inc.1.88MShares$100 Million22.84% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA1.25MShares$66.5 Million5.85% of portfolio
-
Waddell & Associates, LLC950KShares$50.7 Million6.56% of portfolio