Salomon & Ludwin, LLC Schwab Strategic Tr 1000 Index Transaction History

Salomon & Ludwin, LLC

$942 Million
Q4 2024

A detailed history of Salomon & Ludwin, LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Salomon & Ludwin, LLC holds 557 shares of SCHK stock, worth $16,308. This represents 0.0% of its overall portfolio holdings.

Number of Shares

557

Holding current value

$16,308

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 30, 2025	BUY	$27.45 - $55.56 $15,289 - $30,946	557 New	557 $15,000

Others Institutions Holding SCHK

# of Institutions

189

Shares Held

45.1M

Call Options Held

Put Options Held

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

28.6M
Shares

$837 Million
3.25% of portfolio
Legacy Wealth Management, Inc

6.97M
Shares

$204 Million
12.67% of portfolio
Armstrong Advisory Group, Inc Needham, MA

2.63M
Shares

$77.1 Million
5.98% of portfolio
Warwick Investment Management, Inc.

2.1M
Shares

$61.4 Million
27.6% of portfolio
Waddell & Associates, LLC

963K
Shares

$28.2 Million
6.53% of portfolio

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About SCHWAB STRATEGIC TR 1000 INDEX

Ticker SCHK
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