Signature Estate & Investment Advisors LLC Schwab Strategic Tr 1000 Index Transaction History
Signature Estate & Investment Advisors LLC
- $4.21 Billion
- Q2 2025
A detailed history of Signature Estate & Investment Advisors LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Signature Estate & Investment Advisors LLC holds 201,803 shares of SCHK stock, worth $6.2 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
201,803
Previous 200,177
0.81%
Holding current value
$6.2 Million
Previous $5.39 Million
11.67%
% of portfolio
0.14%
Previous 0.14%
Shares
5 transactions
Others Institutions Holding SCHK
# of Institutions
233Shares Held
72.7MCall Options Held
3.2KPut Options Held
8K-
Financial Engines Advisors L.L.C. Santa Clara, CA47MShares$1.44 Billion2.72% of portfolio
-
Legacy Wealth Management, Inc6.65MShares$204 Million12.34% of portfolio
-
Warwick Investment Management, Inc.4.09MShares$126 Million23.81% of portfolio
-
Creative Planning Overland Park, KS3.09MShares$95 Million0.08% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA2.44MShares$74.9 Million5.96% of portfolio