Welch & Forbes LLC Schwab Strategic Tr 1000 Index Transaction History

Welch & Forbes LLC

$7.73 Billion
Q3 2024

A detailed history of Welch & Forbes LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Welch & Forbes LLC holds 3,962 shares of SCHK stock, worth $115,531. This represents 0.0% of its overall portfolio holdings.

Number of Shares

3,962

Holding current value

$115,531

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 04, 2024	BUY	$49.82 - $55.29 $197,386 - $219,058	3,962 New	3,962 $219,000

Others Institutions Holding SCHK

# of Institutions

181

Shares Held

39.5M

Call Options Held

Put Options Held

Financial Engines Advisors L.L.C. Santa Clara, CA

28.6M
Shares

$834 Million
3.25% of portfolio
Legacy Wealth Management, Inc

3.59M
Shares

$105 Million
12.87% of portfolio
Warwick Investment Management, Inc.

2.1M
Shares

$61.2 Million
27.6% of portfolio
Armstrong Advisory Group, Inc Needham, MA

1.27M
Shares

$37 Million
5.84% of portfolio
Waddell & Associates, LLC

963K
Shares

$28.1 Million
6.53% of portfolio

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About SCHWAB STRATEGIC TR 1000 INDEX

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