Strategic Financial Concepts, LLC Schwab Strategic Tr 1000 Index Transaction History
Strategic Financial Concepts, LLC
- $172 Billion
- Q2 2024
A detailed history of Strategic Financial Concepts, LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 43,537 shares of SCHK stock, worth $2.36 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
43,537Holding current value
$2.36 Million% of portfolio
0.0%Shares
1 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$1.31 Billion2.82% of portfolio
-
Legacy Wealth Management, Inc3.65MShares$198 Million13.81% of portfolio
-
Warwick Investment Management, Inc.1.88MShares$102 Million23.08% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA1.27MShares$68.8 Million5.9% of portfolio
-
Waddell & Associates, LLC950KShares$51.5 Million6.58% of portfolio