Strategic Financial Concepts, LLC Schwab Strategic Tr 1000 Index Transaction History
Strategic Financial Concepts, LLC
- $549 Billion
- Q4 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 47,253 shares of SCHK stock, worth $1.38 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
47,253Holding current value
$1.38 Million% of portfolio
0.01%Shares
2 transactions
Others Institutions Holding SCHK
# of Institutions
188Shares Held
48MCall 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
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Armstrong Advisory Group, Inc Needham, MA2.63MShares$76.7 Million5.98% of portfolio
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Waddell & Associates, LLC963KShares$28 Million6.53% of portfolio