Main Street Financial Solutions, LLC Schwab Strategic Tr 1000 Index Transaction History
Main Street Financial Solutions, LLC
- $1.08 Billion
- Q2 2024
A detailed history of Main Street Financial Solutions, LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Main Street Financial Solutions, LLC holds 137,709 shares of SCHK stock, worth $3.85 Million. This represents 0.67% of its overall portfolio holdings.
Number of Shares
137,709
Previous 112,351
22.57%
Holding current value
$3.85 Million
Previous $5.69 Million
26.6%
% of portfolio
0.67%
Previous 0.59%
Shares
2 transactions
Others Institutions Holding SCHK
# of Institutions
176Shares Held
34.9MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA24.2MShares$676 Million2.82% of portfolio
-
Legacy Wealth Management, Inc3.59MShares$101 Million12.87% of portfolio
-
Warwick Investment Management, Inc.1.88MShares$52.5 Million23.08% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA1.27MShares$35.5 Million5.84% of portfolio
-
Waddell & Associates, LLC950KShares$26.6 Million6.58% of portfolio