Warwick Investment Management, Inc. Schwab Strategic Tr 1000 Index Transaction History
Warwick Investment Management, Inc.
- $484 Million
- Q4 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 4,387,948 shares of SCHK stock, worth $130 Million. This represents 25.69% of its overall portfolio holdings.
Number of Shares
4,387,948
Previous 2,097,785
109.17%
Holding current value
$130 Million
Previous $116 Million
7.1%
% of portfolio
25.69%
Previous 27.6%
Shares
4 transactions
Others Institutions Holding SCHK
# of Institutions
200Shares Held
69.8MCall Options Held
3.9KPut Options Held
6.9K-
Financial Engines Advisors L.L.C. Santa Clara, CA47.7MShares$1.41 Billion2.85% of portfolio
-
Legacy Wealth Management, Inc6.97MShares$207 Million12.67% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA2.63MShares$78 Million5.98% of portfolio
-
Waddell & Associates, LLC1.94MShares$57.5 Million5.64% of portfolio
-
Blake Schutter Theil Wealth Advisors, LLC Dayton, OH621KShares$18.4 Million18.57% of portfolio