Accredited Investors Inc. Schwab Strategic Tr 1000 Index Transaction History
Accredited Investors Inc.
- $1.68 Billion
- Q3 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 4,361 shares of SCHK stock, worth $128,431. This represents 0.01% of its overall portfolio holdings.
Number of Shares
4,361
Previous 1,618
169.53%
Holding current value
$128,431
Previous $89,000
170.79%
% of portfolio
0.01%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SCHK
# of Institutions
184Shares Held
44.8MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA28.6MShares$842 Million3.25% of portfolio
-
Legacy Wealth Management, Inc6.97MShares$205 Million12.67% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA2.63MShares$77.5 Million5.98% of portfolio
-
Warwick Investment Management, Inc.2.1MShares$61.8 Million27.6% of portfolio
-
Waddell & Associates, LLC963KShares$28.4 Million6.53% of portfolio