True Vision Mn LLC Schwab Strategic Tr 1000 Index Transaction History
True Vision Mn LLC
- $169 Billion
- Q4 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 8,000 shares of SCHK stock, worth $232,880. This represents 0.13% of its overall portfolio holdings.
Number of Shares
8,000
Previous 4,000
100.0%
Holding current value
$232,880
Previous $221 Million
2.41%
% of portfolio
0.13%
Previous 0.13%
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
-
Armstrong Advisory Group, Inc Needham, MA2.63MShares$76.7 Million5.98% of portfolio
-
Waddell & Associates, LLC963KShares$28 Million6.53% of portfolio