Retirement Group, LLC Schwab Strategic Tr 1000 Index Transaction History
Retirement Group, LLC
- $268 Million
- Q1 2024
A detailed history of Retirement Group, LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Retirement Group, LLC holds 64 shares of SCHK stock, worth $1,866. This represents 0.0% of its overall portfolio holdings.
Number of Shares
64
Previous 63
1.59%
Holding current value
$1,866
Previous $2,000
50.0%
% of portfolio
0.0%
Previous 0.0%
Shares
8 transactions
Others Institutions Holding SCHK
# of Institutions
181Shares Held
39.5MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA28.6MShares$834 Million3.25% of portfolio
-
Legacy Wealth Management, Inc3.59MShares$105 Million12.87% of portfolio
-
Warwick Investment Management, Inc.2.1MShares$61.2 Million27.6% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA1.27MShares$37 Million5.84% of portfolio
-
Waddell & Associates, LLC963KShares$28.1 Million6.53% of portfolio