Dowling & Yahnke LLC Schwab Strategic Tr 1000 Index Transaction History
Dowling & Yahnke LLC
- $215 Million
- Q3 2022
Shares
4 transactions
Others Institutions Holding SCHK
# of Institutions
183Shares Held
44.7MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA28.6MShares$845 Million3.25% of portfolio
-
Legacy Wealth Management, Inc6.97MShares$206 Million12.67% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA2.63MShares$77.8 Million5.98% of portfolio
-
Warwick Investment Management, Inc.2.1MShares$61.9 Million27.6% of portfolio
-
Waddell & Associates, LLC963KShares$28.4 Million6.53% of portfolio