Steward Partners Investment Advisory, LLC Schwab Strategic Tr 1000 Index Transaction History

Steward Partners Investment Advisory, LLC

$11 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 14, 2024	BUY	$49.82 - $55.29 $24,910 - $27,645	500 New	500 $27,000

Others Institutions Holding SCHK

# of Institutions

202

Shares Held

69.9M

Call Options Held

3.9K

Put Options Held

6.9K

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

47.7M
Shares

$1.3 Billion
2.85% of portfolio
Legacy Wealth Management, Inc

6.97M
Shares

$191 Million
12.67% of portfolio
Warwick Investment Management, Inc.

4.39M
Shares

$120 Million
25.69% of portfolio
Armstrong Advisory Group, Inc Needham, MA

2.63M
Shares

$72 Million
5.98% of portfolio
Waddell & Associates, LLC

1.94M
Shares

$53 Million
5.64% of portfolio

About SCHWAB STRATEGIC TR 1000 INDEX

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