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 $1,896. This represents 0.0% of its overall portfolio holdings.
Number of Shares
64
Previous 63
1.59%
Holding current value
$1,896
Previous $2,000
50.0%
% of portfolio
0.0%
Previous 0.0%
Shares
8 transactions
Others Institutions Holding SCHK
# of Institutions
200Shares Held
69.8MCall Options Held
3.9KPut Options Held
6.9K-
Financial Engines Advisors L.L.C. Santa Clara, CA47.7MShares$1.41 Billion2.85% of portfolio
-
Legacy Wealth Management, Inc6.97MShares$207 Million12.67% of portfolio
-
Warwick Investment Management, Inc.4.39MShares$130 Million25.69% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA2.63MShares$78 Million5.98% of portfolio
-
Waddell & Associates, LLC1.94MShares$57.5 Million5.64% of portfolio