Warwick Investment Management, Inc. Schwab Strategic Tr 1000 Index Transaction History
Warwick Investment Management, Inc.
- $420 Million
- Q3 2024
A detailed history of Warwick Investment Management, Inc. transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Warwick Investment Management, Inc. holds 2,097,785 shares of SCHK stock, worth $59.9 Million. This represents 27.6% of its overall portfolio holdings.
Number of Shares
2,097,785
Previous 1,876,270
11.81%
Holding current value
$59.9 Million
Previous $98.2 Million
18.13%
% of portfolio
27.6%
Previous 23.08%
Shares
3 transactions
Others Institutions Holding SCHK
# of Institutions
181Shares Held
39.5MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA28.6MShares$817 Million3.25% of portfolio
-
Legacy Wealth Management, Inc3.59MShares$103 Million12.87% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA1.27MShares$36.3 Million5.84% of portfolio
-
Waddell & Associates, LLC963KShares$27.5 Million6.53% of portfolio
-
Blake Schutter Theil Wealth Advisors, LLC Dayton, OH311KShares$8.87 Million12.34% of portfolio