Warwick Investment Management, Inc. Schwab Strategic Tr 1000 Index Transaction History
Warwick Investment Management, Inc.
- $512 Million
- Q2 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 4,087,699 shares of SCHK stock, worth $126 Million. This represents 23.81% of its overall portfolio holdings.
Number of Shares
4,087,699
Previous 4,082,418
0.13%
Holding current value
$126 Million
Previous $110 Million
10.92%
% of portfolio
23.81%
Previous 22.95%
Shares
6 transactions
Others Institutions Holding SCHK
# of Institutions
235Shares Held
73MCall Options Held
91.7KPut Options Held
20.8K-
Financial Engines Advisors L.L.C. Santa Clara, CA46.6MShares$1.43 Billion2.78% of portfolio
-
Legacy Wealth Management, Inc6.65MShares$204 Million12.34% of portfolio
-
Creative Planning Overland Park, KS3.09MShares$95 Million0.08% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA2.44MShares$74.9 Million5.96% of portfolio
-
Waddell & Associates, LLC1.99MShares$61.1 Million6.39% of portfolio