Welch Group, LLC Schwab Strategic Tr 1000 Index Transaction History
Welch Group, LLC
- $2.22 Billion
- Q4 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 14,380 shares of SCHK stock, worth $381,501. This represents 0.02% of its overall portfolio holdings.
Number of Shares
14,380
Previous 7,190
100.0%
Holding current value
$381,501
Previous $397,000
2.52%
% of portfolio
0.02%
Previous 0.02%
Shares
5 transactions
Others Institutions Holding SCHK
# of Institutions
202Shares Held
69.8MCall Options Held
3.9KPut Options Held
6.9K-
Financial Engines Advisors L.L.C. Santa Clara, CA47.7MShares$1.27 Billion2.85% of portfolio
-
Legacy Wealth Management, Inc6.97MShares$185 Million12.67% of portfolio
-
Warwick Investment Management, Inc.4.39MShares$116 Million25.69% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA2.63MShares$69.9 Million5.98% of portfolio
-
Waddell & Associates, LLC1.94MShares$51.4 Million5.64% of portfolio