Vsm Wealth Advisory, LLC Schwab Strategic Tr 1000 Index Transaction History

Vsm Wealth Advisory, LLC

$280 Billion
Q4 2024

A detailed history of Vsm Wealth Advisory, LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Vsm Wealth Advisory, LLC holds 400 shares of SCHK stock, worth $10,708. This represents 0.0% of its overall portfolio holdings.

Number of Shares

400

Holding current value

$10,708

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 10, 2025	BUY	$27.45 - $55.56 $10,980 - $22,224	400 New	400 $11.3 Million

Others Institutions Holding SCHK

# of Institutions

204

Shares Held

70.4M

Call Options Held

3.9K

Put Options Held

6.9K

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

47.7M
Shares

$1.28 Billion
2.85% of portfolio
Legacy Wealth Management, Inc

6.97M
Shares

$187 Million
12.67% of portfolio
Warwick Investment Management, Inc.

4.39M
Shares

$117 Million
25.69% of portfolio
Armstrong Advisory Group, Inc Needham, MA

2.63M
Shares

$70.5 Million
5.8% of portfolio
Waddell & Associates, LLC

1.94M
Shares

$51.9 Million
5.64% of portfolio

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About SCHWAB STRATEGIC TR 1000 INDEX

Ticker SCHK
Sector ETFs
Industry ETFs

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Vsm Wealth Advisory, LLC Schwab Strategic Tr 1000 Index Transaction History