Sol Capital Management CO Schwab Strategic Tr 1000 Index Transaction History
Sol Capital Management CO
- $833 Million
- Q2 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 9,500 shares of SCHK stock, worth $523,165. This represents 0.06% of its overall portfolio holdings.
Number of Shares
9,500
Previous 9,500
-0.0%
Holding current value
$523,165
Previous $481,000
3.33%
% of portfolio
0.06%
Previous 0.06%
Shares
6 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$1.33 Billion2.82% of portfolio
-
Legacy Wealth Management, Inc3.65MShares$201 Million13.81% of portfolio
-
Warwick Investment Management, Inc.1.88MShares$103 Million23.08% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA1.27MShares$69.9 Million5.9% of portfolio
-
Waddell & Associates, LLC950KShares$52.3 Million6.58% of portfolio