Blue Bell Private Wealth Management, LLC Schwab Strategic Tr 1000 Index Call Options Transaction History

Blue Bell Private Wealth Management, LLC

$499 Million
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding SCHK

# of Institutions

185

Shares Held

44.8M

Call Options Held

0

Put Options Held

0

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

28.6M
Shares

$837 Million
3.25% of portfolio
Legacy Wealth Management, Inc

6.97M
Shares

$204 Million
12.67% of portfolio
Armstrong Advisory Group, Inc Needham, MA

2.63M
Shares

$77 Million
5.98% of portfolio
Warwick Investment Management, Inc.

2.1M
Shares

$61.4 Million
27.6% of portfolio
Waddell & Associates, LLC

963K
Shares

$28.2 Million
6.53% of portfolio

About SCHWAB STRATEGIC TR 1000 INDEX

Ticker SCHK
Sector ETFs
Industry ETFs

More about SCHK

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Blue Bell Private Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Blue Bell Private Wealth Management, LLC with notifications on news.