Verity & Verity, LLC Schwab Strategic Tr 1000 Index Transaction History
Verity & Verity, LLC
- $1.09 Billion
- Q4 2024
A detailed history of Verity & Verity, LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Verity & Verity, LLC holds 13,496 shares of SCHK stock, worth $392,868. This represents 0.03% of its overall portfolio holdings.
Number of Shares
13,496
Previous 6,950
94.19%
Holding current value
$392,868
Previous $384,000
0.52%
% of portfolio
0.03%
Previous 0.04%
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