Spinnaker Trust Schwab Strategic Tr 1000 Index Transaction History
Spinnaker Trust
- $1.57 Billion
- Q4 2024
A detailed history of Spinnaker Trust transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Spinnaker Trust holds 7,244 shares of SCHK stock, worth $210,872. This represents 0.01% of its overall portfolio holdings.
Number of Shares
7,244
Previous 3,622
100.0%
Holding current value
$210,872
Previous $200,000
2.5%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding SCHK
# of Institutions
189Shares Held
47.8MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA28.6MShares$833 Million3.25% of portfolio
-
Legacy Wealth Management, Inc6.97MShares$203 Million12.67% of portfolio
-
Warwick Investment Management, Inc.4.39MShares$128 Million25.69% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA2.63MShares$76.7 Million5.98% of portfolio
-
Waddell & Associates, LLC963KShares$28 Million6.53% of portfolio