Accredited Investors Inc. Schwab Strategic Tr 1000 Index Transaction History
Accredited Investors Inc.
- $1.65 Billion
- Q4 2024
A detailed history of Accredited Investors Inc. transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Accredited Investors Inc. holds 8,726 shares of SCHK stock, worth $245,462. This represents 0.01% of its overall portfolio holdings.
Number of Shares
8,726
Previous 4,361
100.09%
Holding current value
$245,462
Previous $241,000
2.49%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding SCHK
# of Institutions
201Shares Held
69.8MCall Options Held
3.9KPut Options Held
6.9K-
Financial Engines Advisors L.L.C. Santa Clara, CA47.7MShares$1.34 Billion2.85% of portfolio
-
Legacy Wealth Management, Inc6.97MShares$196 Million12.67% of portfolio
-
Warwick Investment Management, Inc.4.39MShares$123 Million25.69% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA2.63MShares$74.1 Million5.98% of portfolio
-
Waddell & Associates, LLC1.94MShares$54.5 Million5.64% of portfolio