Vestia Personal Wealth Advisors Schwab Strategic Tr 1000 Index Transaction History
Vestia Personal Wealth Advisors
- $121 Billion
- Q4 2024
A detailed history of Vestia Personal Wealth Advisors transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Vestia Personal Wealth Advisors holds 8,225 shares of SCHK stock, worth $219,772. This represents 0.19% of its overall portfolio holdings.
Number of Shares
8,225
Previous 4,161
97.67%
Holding current value
$219,772
Previous $230 Million
1.21%
% of portfolio
0.19%
Previous 0.22%
Shares
3 transactions
Others Institutions Holding SCHK
# of Institutions
204Shares Held
70.3MCall Options Held
3.9KPut Options Held
6.9K-
Financial Engines Advisors L.L.C. Santa Clara, CA47.7MShares$1.27 Billion2.85% of portfolio
-
Legacy Wealth Management, Inc6.89MShares$184 Million12.37% of portfolio
-
Warwick Investment Management, Inc.4.39MShares$117 Million25.69% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA2.63MShares$70.4 Million5.8% of portfolio
-
Waddell & Associates, LLC1.94MShares$51.8 Million5.64% of portfolio