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 $591,586. This represents 0.15% of its overall portfolio holdings.
Number of Shares
20,047
Previous 10,252
95.54%
Holding current value
$591,586
Previous $566,000
0.18%
% of portfolio
0.15%
Previous 0.15%
Shares
7 transactions
Others Institutions Holding SCHK
# of Institutions
198Shares Held
69.7MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA47.7MShares$1.41 Billion2.85% of portfolio
-
Legacy Wealth Management, Inc6.97MShares$206 Million12.67% of portfolio
-
Warwick Investment Management, Inc.4.39MShares$129 Million25.69% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA2.63MShares$77.7 Million5.98% of portfolio
-
Waddell & Associates, LLC1.94MShares$57.2 Million5.64% of portfolio