Rfg Advisory, LLC Schwab Strategic Tr 1000 Index Transaction History

Rfg Advisory, LLC

$3.51 Billion
Q1 2025

A detailed history of Rfg Advisory, LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Rfg Advisory, LLC holds 13,086 shares of SCHK stock, worth $349,657. This represents 0.01% of its overall portfolio holdings.

Number of Shares

13,086

Holding current value

$349,657

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 09, 2025	BUY	$26.53 - $29.63 $347,171 - $387,738	13,086 New	13,086 $350,000

Others Institutions Holding SCHK

# of Institutions

206

Shares Held

70.2M

Call Options Held

3.9K

Put Options Held

6.9K

Financial Engines Advisors L.L.C. Santa Clara, CA

47.7M
Shares

$1.27 Billion
2.85% of portfolio
Legacy Wealth Management, Inc

6.89M
Shares

$184 Million
12.37% of portfolio
Warwick Investment Management, Inc.

4.39M
Shares

$117 Million
25.69% of portfolio
Armstrong Advisory Group, Inc Needham, MA

2.63M
Shares

$70.4 Million
5.8% of portfolio
Waddell & Associates, LLC

1.99M
Shares

$53.3 Million
7.2% of portfolio

View Full List

About SCHWAB STRATEGIC TR 1000 INDEX

Ticker SCHK
Sector ETFs
Industry ETFs

More about SCHK

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Rfg Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Rfg Advisory, LLC with notifications on news.

Account