Glassman Wealth Services Schwab Strategic Tr 1000 Index Transaction History
Glassman Wealth Services
- $593 Million
- Q4 2024
A detailed history of Glassman Wealth Services transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Glassman Wealth Services holds 2 shares of SCHK stock, worth $58. This represents 0.0% of its overall portfolio holdings.
Number of Shares
2
Previous 1
100.0%
Holding current value
$58
Previous $0
NaN%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SCHK
# of Institutions
189Shares Held
47.8MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA28.6MShares$833 Million3.25% of portfolio
-
Legacy Wealth Management, Inc6.97MShares$203 Million12.67% of portfolio
-
Warwick Investment Management, Inc.4.39MShares$128 Million25.69% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA2.63MShares$76.7 Million5.98% of portfolio
-
Waddell & Associates, LLC963KShares$28 Million6.53% of portfolio