Ars Wealth Advisors Group, LLC Schwab Strategic Tr 1000 Index Transaction History
Ars Wealth Advisors Group, LLC
- $805 Million
- Q3 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 5,239 shares of SCHK stock, worth $152,140. This represents 0.04% of its overall portfolio holdings.
Number of Shares
5,239
Previous 4,610
13.64%
Holding current value
$152,140
Previous $241,000
19.92%
% of portfolio
0.04%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding SCHK
# of Institutions
181Shares Held
39.5MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA28.6MShares$831 Million3.25% of portfolio
-
Legacy Wealth Management, Inc3.59MShares$104 Million12.87% of portfolio
-
Warwick Investment Management, Inc.2.1MShares$60.9 Million27.6% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA1.27MShares$36.9 Million5.84% of portfolio
-
Waddell & Associates, LLC963KShares$28 Million6.53% of portfolio