Signature Estate & Investment Advisors LLC Schwab Strategic Tr 1000 Index Transaction History
Signature Estate & Investment Advisors LLC
- $3.98 Billion
- Q2 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 99,563 shares of SCHK stock, worth $5.26 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
99,563Holding current value
$5.26 Million% of portfolio
0.13%Shares
1 transactions
Others Institutions Holding SCHK
# of Institutions
169Shares Held
34.5MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA24.2MShares$1.28 Billion2.82% of portfolio
-
Legacy Wealth Management, Inc3.65MShares$193 Million13.81% of portfolio
-
Warwick Investment Management, Inc.1.88MShares$99.2 Million23.08% of portfolio
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Armstrong Advisory Group, Inc Needham, MA1.27MShares$67.1 Million5.9% of portfolio
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Waddell & Associates, LLC950KShares$50.2 Million6.58% of portfolio