Warwick Investment Management, Inc. Schwab Strategic Tr 1000 Index Transaction History
Warwick Investment Management, Inc.
- $571 Million
- Q3 2025
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 3,499,310 shares of SCHK stock, worth $113 Million. This represents 19.69% of its overall portfolio holdings.
Number of Shares
3,499,310
Previous 4,087,699
14.39%
Holding current value
$113 Million
Previous $122 Million
7.79%
% of portfolio
19.69%
Previous 23.81%
Shares
7 transactions
Others Institutions Holding SCHK
# of Institutions
239Shares Held
71.4MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA44.6MShares$1.44 Billion2.75% of portfolio
-
Legacy Wealth Management, Inc6.36MShares$205 Million12.04% of portfolio
-
Creative Planning Overland Park, KS3.13MShares$101 Million0.08% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA2.43MShares$78.5 Million5.96% of portfolio
-
Waddell & Associates, LLC2.05MShares$66.2 Million5.67% of portfolio