Smi Advisory Services, LLC Schwab Strategic Tr 1000 Index Transaction History
Smi Advisory Services, LLC
- $385 Million
- Q3 2024
A detailed history of Smi Advisory Services, LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Smi Advisory Services, LLC holds 10,252 shares of SCHK stock, worth $292,797. This represents 0.15% of its overall portfolio holdings.
Number of Shares
10,252
Previous 10,585
3.15%
Holding current value
$292,797
Previous $553,000
2.35%
% of portfolio
0.15%
Previous 0.14%
Shares
6 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$817 Million3.25% of portfolio
-
Legacy Wealth Management, Inc3.59MShares$103 Million12.87% of portfolio
-
Warwick Investment Management, Inc.2.1MShares$59.9 Million27.6% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA1.27MShares$36.3 Million5.84% of portfolio
-
Waddell & Associates, LLC963KShares$27.5 Million6.53% of portfolio