Delta Asset Management LLC Schwab Strategic Tr 1000 Index Transaction History
Delta Asset Management LLC
- $1.11 Billion
- Q4 2024
A detailed history of Delta Asset Management LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Delta Asset Management LLC holds 200 shares of SCHK stock, worth $5,840. This represents 0.0% of its overall portfolio holdings.
Number of Shares
200
Previous 100
100.0%
Holding current value
$5,840
Previous $5,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SCHK
# of Institutions
191Shares Held
67.3MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA47.7MShares$1.39 Billion2.85% of portfolio
-
Legacy Wealth Management, Inc6.97MShares$204 Million12.67% of portfolio
-
Warwick Investment Management, Inc.4.39MShares$128 Million25.69% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA2.63MShares$76.9 Million5.98% of portfolio
-
Waddell & Associates, LLC1.94MShares$56.6 Million5.64% of portfolio