Smi Advisory Services, LLC Schwab Strategic Tr 1000 Index Transaction History
Smi Advisory Services, LLC
- $368 Million
- Q4 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 20,047 shares of SCHK stock, worth $584,370. This represents 0.15% of its overall portfolio holdings.
Number of Shares
20,047
Previous 10,252
95.54%
Holding current value
$584,370
Previous $566,000
0.18%
% of portfolio
0.15%
Previous 0.15%
Shares
7 transactions
Others Institutions Holding SCHK
# of Institutions
187Shares Held
45MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA28.6MShares$834 Million3.25% of portfolio
-
Legacy Wealth Management, Inc6.97MShares$203 Million12.67% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA2.63MShares$76.8 Million5.98% of portfolio
-
Warwick Investment Management, Inc.2.1MShares$61.2 Million27.6% of portfolio
-
Waddell & Associates, LLC963KShares$28.1 Million6.53% of portfolio