Sol Capital Management CO Schwab Strategic Tr 1000 Index Transaction History
Sol Capital Management CO
- $898 Million
- Q4 2024
A detailed history of Sol Capital Management CO transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Sol Capital Management CO holds 19,000 shares of SCHK stock, worth $553,850. This represents 0.06% of its overall portfolio holdings.
Number of Shares
19,000
Previous 9,500
100.0%
Holding current value
$553,850
Previous $525,000
2.48%
% of portfolio
0.06%
Previous 0.06%
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