Vsm Wealth Advisory, LLC Schwab Strategic Tr 1000 Index Transaction History
Vsm Wealth Advisory, LLC
- $278 Billion
- Q1 2025
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 401 shares of SCHK stock, worth $11,408. This represents 0.0% of its overall portfolio holdings.
Number of Shares
401
Previous 400
0.25%
Holding current value
$11,408
Previous $11.3 Million
4.62%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SCHK
# of Institutions
215Shares Held
70.6MCall Options Held
3.2KPut Options Held
8.21K-
Financial Engines Advisors L.L.C. Santa Clara, CA47MShares$1.34 Billion2.72% of portfolio
-
Legacy Wealth Management, Inc6.89MShares$196 Million12.37% of portfolio
-
Warwick Investment Management, Inc.4.08MShares$116 Million22.95% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA2.63MShares$74.9 Million5.8% of portfolio
-
Waddell & Associates, LLC1.99MShares$56.7 Million7.2% of portfolio