Signature Estate & Investment Advisors LLC Schwab Strategic Tr 1000 Index Transaction History
Signature Estate & Investment Advisors LLC
- $4.32 Billion
- Q3 2024
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 99,722 shares of SCHK stock, worth $2.88 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
99,722
Previous 99,563
0.16%
Holding current value
$2.88 Million
Previous $5.21 Million
5.82%
% of portfolio
0.13%
Previous 0.13%
Shares
2 transactions
Others Institutions Holding SCHK
# of Institutions
181Shares Held
39.5MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA28.6MShares$827 Million3.25% of portfolio
-
Legacy Wealth Management, Inc3.59MShares$104 Million12.87% of portfolio
-
Warwick Investment Management, Inc.2.1MShares$60.6 Million27.6% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA1.27MShares$36.7 Million5.84% of portfolio
-
Waddell & Associates, LLC963KShares$27.8 Million6.53% of portfolio