Vsm Wealth Advisory, LLC Schwab Strategic Tr 1000 Index Transaction History

Vsm Wealth Advisory, LLC

$280 Billion
Q4 2024

A detailed history of Vsm Wealth Advisory, LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Vsm Wealth Advisory, LLC holds 400 shares of SCHK stock, worth $11,716. This represents 0.0% of its overall portfolio holdings.

Number of Shares

400

Holding current value

$11,716

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 10, 2025	BUY	$27.45 - $55.56 $10,980 - $22,224	400 New	400 $11.3 Million

Others Institutions Holding SCHK

# of Institutions

189

Shares Held

48.2M

Call Options Held

Put Options Held

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

47.7M
Shares

$1.4 Billion
2.85% of portfolio
Legacy Wealth Management, Inc

6.97M
Shares

$204 Million
12.67% of portfolio
Warwick Investment Management, Inc.

4.39M
Shares

$129 Million
25.69% of portfolio
Armstrong Advisory Group, Inc Needham, MA

2.63M
Shares

$77.1 Million
5.98% of portfolio
Waddell & Associates, LLC

963K
Shares

$28.2 Million
6.53% of portfolio

View Full List

About SCHWAB STRATEGIC TR 1000 INDEX

Ticker SCHK
Sector ETFs
Industry ETFs

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Vsm Wealth Advisory, LLC Schwab Strategic Tr 1000 Index Transaction History