Sound Income Strategies, LLC Schwab Strategic Tr 1000 Index Transaction History
Sound Income Strategies, LLC
- $1.4 Billion
- Q3 2024
A detailed history of Sound Income Strategies, LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Sound Income Strategies, LLC holds 65 shares of SCHK stock, worth $1,856. This represents 0.0% of its overall portfolio holdings.
Number of Shares
65Holding current value
$1,856% of portfolio
0.0%Shares
4 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
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Armstrong Advisory Group, Inc Needham, MA1.27MShares$36.3 Million5.84% of portfolio
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Waddell & Associates, LLC963KShares$27.5 Million6.53% of portfolio