Waddell & Associates, LLC Schwab Strategic Tr 1000 Index Transaction History
Waddell & Associates, LLC
- $974 Million
- Q4 2024
A detailed history of Waddell & Associates, LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Waddell & Associates, LLC holds 1,939,058 shares of SCHK stock, worth $53.8 Million. This represents 5.64% of its overall portfolio holdings.
Number of Shares
1,939,058
Previous 962,726
101.41%
Holding current value
$53.8 Million
Previous $53.2 Million
3.13%
% of portfolio
5.64%
Previous 6.53%
Shares
25 transactions
Others Institutions Holding SCHK
# of Institutions
202Shares Held
69.8MCall Options Held
3.9KPut Options Held
6.9K-
Financial Engines Advisors L.L.C. Santa Clara, CA47.7MShares$1.32 Billion2.85% of portfolio
-
Legacy Wealth Management, Inc6.97MShares$193 Million12.67% of portfolio
-
Warwick Investment Management, Inc.4.39MShares$122 Million25.69% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA2.63MShares$73 Million5.98% of portfolio
-
Blake Schutter Theil Wealth Advisors, LLC Dayton, OH621KShares$17.2 Million18.57% of portfolio