Delta Asset Management LLC Schwab Strategic Tr 1000 Index Put Options Transaction History

Delta Asset Management LLC

$1.11 Billion
Q4 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding SCHK

# of Institutions

191

Shares Held

67.3M

Call Options Held

0

Put Options Held

0

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

47.7M
Shares

$1.39 Billion
2.85% of portfolio
Legacy Wealth Management, Inc

6.97M
Shares

$204 Million
12.67% of portfolio
Warwick Investment Management, Inc.

4.39M
Shares

$128 Million
25.69% of portfolio
Armstrong Advisory Group, Inc Needham, MA

2.63M
Shares

$76.9 Million
5.98% of portfolio
Waddell & Associates, LLC

1.94M
Shares

$56.6 Million
5.64% 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 Delta Asset Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Delta Asset Management LLC with notifications on news.