Welch Group, LLC Schwab Strategic Tr 1000 Index Transaction History
Welch Group, LLC
- $2.29 Billion
- Q3 2024
A detailed history of Welch Group, LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Welch Group, LLC holds 7,190 shares of SCHK stock, worth $201,895. This represents 0.02% of its overall portfolio holdings.
Number of Shares
7,190
Previous 7,190
-0.0%
Holding current value
$201,895
Previous $376,000
5.59%
% of portfolio
0.02%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding SCHK
# of Institutions
180Shares Held
39.4MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA28.6MShares$803 Million3.25% of portfolio
-
Legacy Wealth Management, Inc3.59MShares$101 Million12.87% of portfolio
-
Warwick Investment Management, Inc.2.1MShares$58.9 Million27.6% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA1.27MShares$35.7 Million5.84% of portfolio
-
Waddell & Associates, LLC963KShares$27 Million6.53% of portfolio