Spinnaker Trust Schwab Strategic Tr 1000 Index Transaction History

Spinnaker Trust

$1.61 Billion
Q3 2024

A detailed history of Spinnaker Trust transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Spinnaker Trust holds 3,622 shares of SCHK stock, worth $101,343. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,622

Holding current value

$101,343

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 31, 2024	BUY	$49.82 - $55.29 $180,448 - $200,260	3,622 New	3,622 $200,000

Others Institutions Holding SCHK

# of Institutions

176

Shares Held

34.9M

Call Options Held

Put Options Held

Financial Engines Advisors L.L.C. Santa Clara, CA

24.2M
Shares

$676 Million
2.82% of portfolio
Legacy Wealth Management, Inc

3.59M
Shares

$101 Million
12.87% of portfolio
Warwick Investment Management, Inc.

1.88M
Shares

$52.5 Million
23.08% of portfolio
Armstrong Advisory Group, Inc Needham, MA

1.27M
Shares

$35.5 Million
5.84% of portfolio
Waddell & Associates, LLC

950K
Shares

$26.6 Million
6.58% of portfolio

View Full List

About SCHWAB STRATEGIC TR 1000 INDEX

Ticker SCHK
Sector ETFs
Industry ETFs

More about SCHK

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