Venturi Wealth Management, LLC Schwab Strategic Tr 1000 Index Transaction History

Venturi Wealth Management, LLC

$1.77 Billion
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2019 Oct 29, 2019	BUY	$29.04 - $29.62 $26,426 - $26,954	910 New	910 $27,000

Others Institutions Holding SCHK

# of Institutions

213

Shares Held

69.8M

Call Options Held

3.2K

Put Options Held

8K

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

47M
Shares

$1.34 Billion
2.72% of portfolio
Legacy Wealth Management, Inc

6.89M
Shares

$197 Million
12.37% of portfolio
Warwick Investment Management, Inc.

4.08M
Shares

$117 Million
22.95% of portfolio
Armstrong Advisory Group, Inc Needham, MA

2.63M
Shares

$75.3 Million
5.8% of portfolio
Waddell & Associates, LLC

1.99M
Shares

$57 Million
7.2% of portfolio

About SCHWAB STRATEGIC TR 1000 INDEX

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