Ars Wealth Advisors Group, LLC Schwab Strategic Tr 1000 Index Transaction History
Ars Wealth Advisors Group, LLC
- $714 Million
- Q4 2024
A detailed history of Ars Wealth Advisors Group, LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Ars Wealth Advisors Group, LLC holds 9,949 shares of SCHK stock, worth $275,885. This represents 0.04% of its overall portfolio holdings.
Number of Shares
9,949
Previous 5,239
89.9%
Holding current value
$275,885
Previous $289,000
2.77%
% of portfolio
0.04%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding SCHK
# of Institutions
202Shares Held
69.8MCall Options Held
3.9KPut Options Held
6.9K-
Financial Engines Advisors L.L.C. Santa Clara, CA47.7MShares$1.32 Billion2.85% of portfolio
-
Legacy Wealth Management, Inc6.97MShares$193 Million12.67% of portfolio
-
Warwick Investment Management, Inc.4.39MShares$122 Million25.69% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA2.63MShares$73 Million5.98% of portfolio
-
Waddell & Associates, LLC1.94MShares$53.8 Million5.64% of portfolio