Financial Synergies Wealth Advisors, Inc. Schwab Strategic Tr 1000 Index Transaction History
Financial Synergies Wealth Advisors, Inc.
- $806 Billion
- Q4 2024
Shares
4 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$1.41 Billion2.85% of portfolio
-
Legacy Wealth Management, Inc6.97MShares$206 Million12.67% of portfolio
-
Warwick Investment Management, Inc.4.39MShares$130 Million25.69% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA2.63MShares$77.9 Million5.98% of portfolio
-
Waddell & Associates, LLC1.94MShares$57.4 Million5.64% of portfolio