Retirement Group, LLC Schwab Strategic Tr 1000 Index Transaction History
Retirement Group, LLC
- $268 Million
- Q1 2024
A detailed history of Retirement Group, LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Retirement Group, LLC holds 64 shares of SCHK stock, worth $2,067. This represents 0.0% of its overall portfolio holdings.
Number of Shares
64
Previous 63
1.59%
Holding current value
$2,067
Previous $2,000
50.0%
% of portfolio
0.0%
Previous 0.0%
Shares
8 transactions
Others Institutions Holding SCHK
# of Institutions
243Shares Held
71.4MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA44.6MShares$1.44 Billion2.75% of portfolio
-
Legacy Wealth Management, Inc6.12MShares$198 Million11.54% of portfolio
-
Warwick Investment Management, Inc.3.5MShares$113 Million17.62% of portfolio
-
Creative Planning Overland Park, KS3.13MShares$101 Million0.08% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA2.53MShares$81.6 Million5.56% of portfolio