Sigma Planning Corp Schwab Strategic Tr 1000 Index Transaction History

Sigma Planning Corp

$3.11 Billion
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 11, 2022	SELL	N/A	-4,727 Closed	0 $0
Q1 2022 Apr 20, 2022	BUY	N/A	4,727 New	4,727 $208,000

Others Institutions Holding SCHK

# of Institutions

157

Shares Held

34.7M

Call Options Held

0

Put Options Held

0

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

24.4M
Shares

$1.29 Billion
2.79% of portfolio
Legacy Wealth Management, Inc

3.68M
Shares

$194 Million
13.76% of portfolio
Warwick Investment Management, Inc.

1.88M
Shares

$99 Million
22.84% of portfolio
Armstrong Advisory Group, Inc Needham, MA

1.25M
Shares

$65.8 Million
5.85% of portfolio
Waddell & Associates, LLC

950K
Shares

$50.1 Million
6.56% of portfolio

About SCHWAB STRATEGIC TR 1000 INDEX

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