Rfg Advisory, LLC Schwab Strategic Tr 1000 Index Transaction History

Rfg Advisory, LLC

$2.6 Billion
Q2 2025

Shares

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

223

Shares Held

70M

Call Options Held

3.2K

Put Options Held

8.21K

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

47M
Shares

$1.44 Billion
2.72% of portfolio
Legacy Wealth Management, Inc

6.65M
Shares

$204 Million
12.34% of portfolio
Warwick Investment Management, Inc.

4.09M
Shares

$125 Million
23.81% of portfolio
Armstrong Advisory Group, Inc Needham, MA

2.44M
Shares

$74.6 Million
5.96% of portfolio
Waddell & Associates, LLC

1.99M
Shares

$61.1 Million
7.2% of portfolio

About SCHWAB STRATEGIC TR 1000 INDEX

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