Imprint Wealth LLC Schwab Strategic Tr 1000 Index Transaction History

Imprint Wealth LLC

$412 Billion
Q1 2024

A detailed history of Imprint Wealth LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Imprint Wealth LLC holds 6,334 shares of SCHK stock, worth $181,975. This represents 0.08% of its overall portfolio holdings.

Number of Shares

6,334

Holding current value

$181,975

% of portfolio

0.08%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 10, 2024	BUY	$45.19 - $50.67 $286,233 - $320,943	6,334 New	6,334 $320 Million

Others Institutions Holding SCHK

# of Institutions

181

Shares Held

40.9M

Call Options Held

Put Options Held

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

28.6M
Shares

$822 Million
3.25% of portfolio
Legacy Wealth Management, Inc

3.59M
Shares

$103 Million
12.87% of portfolio
Armstrong Advisory Group, Inc Needham, MA

2.63M
Shares

$75.7 Million
5.98% of portfolio
Warwick Investment Management, Inc.

2.1M
Shares

$60.3 Million
27.6% of portfolio
Waddell & Associates, LLC

963K
Shares

$27.7 Million
6.53% of portfolio

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About SCHWAB STRATEGIC TR 1000 INDEX

Ticker SCHK
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