True Vision Mn LLC Schwab Strategic Tr 1000 Index Transaction History

True Vision Mn LLC

$154 Billion
Q2 2024

A detailed history of True Vision Mn LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, True Vision Mn LLC holds 4,000 shares of SCHK stock, worth $216,360. This represents 0.14% of its overall portfolio holdings.

Number of Shares

4,000

Holding current value

$216,360

% of portfolio

0.14%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 09, 2024	BUY	$47.83 - $52.72 $191,320 - $210,880	4,000 New	4,000 $210 Million

Others Institutions Holding SCHK

# of Institutions

169

Shares Held

34.5M

Call Options Held

Put Options Held

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

24.2M
Shares

$1.31 Billion
2.82% of portfolio
Legacy Wealth Management, Inc

3.65M
Shares

$197 Million
13.81% of portfolio
Warwick Investment Management, Inc.

1.88M
Shares

$101 Million
23.08% of portfolio
Armstrong Advisory Group, Inc Needham, MA

1.27M
Shares

$68.6 Million
5.9% of portfolio
Waddell & Associates, LLC

950K
Shares

$51.4 Million
6.58% of portfolio

View Full List

About SCHWAB STRATEGIC TR 1000 INDEX

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