Robertson Stephens Wealth Management, LLC Schwab Strategic Tr 1000 Index Transaction History
Robertson Stephens Wealth Management, LLC
- $2.84 Billion
- Q1 2025
A detailed history of Robertson Stephens Wealth Management, LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 9,290 shares of SCHK stock, worth $264,300. This represents 0.01% of its overall portfolio holdings.
Number of Shares
9,290Holding current value
$264,300% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding SCHK
# of Institutions
215Shares Held
70.6MCall Options Held
3.2KPut Options Held
8.21K-
Financial Engines Advisors L.L.C. Santa Clara, CA47MShares$1.34 Billion2.72% of portfolio
-
Legacy Wealth Management, Inc6.89MShares$196 Million12.37% of portfolio
-
Warwick Investment Management, Inc.4.08MShares$116 Million22.95% of portfolio
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Armstrong Advisory Group, Inc Needham, MA2.63MShares$74.9 Million5.8% of portfolio
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Waddell & Associates, LLC1.99MShares$56.7 Million7.2% of portfolio