Windsor Advisory Group, LLC Schwab Strategic Tr 1000 Index Transaction History
Windsor Advisory Group, LLC
- $86 Billion
- Q4 2024
A detailed history of Windsor Advisory Group, LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Windsor Advisory Group, LLC holds 32,017 shares of SCHK stock, worth $917,927. This represents 1.05% of its overall portfolio holdings.
Number of Shares
32,017
Previous 31,936
0.25%
Holding current value
$917,927
Previous $1.77 Billion
48.67%
% of portfolio
1.05%
Previous 1.99%
Shares
3 transactions
Others Institutions Holding SCHK
# of Institutions
200Shares Held
69.8MCall Options Held
3.9KPut Options Held
6.9K-
Financial Engines Advisors L.L.C. Santa Clara, CA47.7MShares$1.37 Billion2.85% of portfolio
-
Legacy Wealth Management, Inc6.97MShares$200 Million12.67% of portfolio
-
Warwick Investment Management, Inc.4.39MShares$126 Million25.69% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA2.63MShares$75.5 Million5.98% of portfolio
-
Waddell & Associates, LLC1.94MShares$55.6 Million5.64% of portfolio