Choate Investment Advisors Schwab Strategic Tr 1000 Index Transaction History

Choate Investment Advisors

$4.12 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 07, 2022	BUY	$42.49 - $46.85 $18,483 - $20,379	435 New	435 $20,000

Others Institutions Holding SCHK

# of Institutions

200

Shares Held

69.8M

Call Options Held

3.9K

Put Options Held

6.9K

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

47.7M
Shares

$1.41 Billion
2.85% of portfolio
Legacy Wealth Management, Inc

6.97M
Shares

$206 Million
12.67% of portfolio
Warwick Investment Management, Inc.

4.39M
Shares

$130 Million
25.69% of portfolio
Armstrong Advisory Group, Inc Needham, MA

2.63M
Shares

$77.9 Million
5.98% of portfolio
Waddell & Associates, LLC

1.94M
Shares

$57.4 Million
5.64% of portfolio

About SCHWAB STRATEGIC TR 1000 INDEX

Ticker SCHK
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