Wealthspire Advisors, LLC Schwab Strategic Tr 1000 Index Transaction History
Wealthspire Advisors, LLC
- $18.8 Billion
- Q3 2025
A detailed history of Wealthspire Advisors, LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 9,608 shares of SCHK stock, worth $310,338. This represents 0.0% of its overall portfolio holdings.
Number of Shares
9,608Holding current value
$310,338% of portfolio
0.0%Shares
1 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
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Legacy Wealth Management, Inc6.36MShares$205 Million12.04% of portfolio
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Warwick Investment Management, Inc.3.5MShares$113 Million19.69% of portfolio
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Creative Planning Overland Park, KS3.13MShares$101 Million0.08% of portfolio
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Armstrong Advisory Group, Inc Needham, MA2.43MShares$78.5 Million5.96% of portfolio