Retirement Group, LLC Schwab Strategic Tr 1000 Index Call Options Transaction History

Retirement Group, LLC

$268 Million
Q1 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding SCHK

# of Institutions

200

Shares Held

69.8M

Call Options Held

3.9K

Put Options Held

6.9K

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

47.7M
Shares

$1.38 Billion
2.85% of portfolio
Legacy Wealth Management, Inc

6.97M
Shares

$202 Million
12.67% of portfolio
Warwick Investment Management, Inc.

4.39M
Shares

$127 Million
25.69% of portfolio
Armstrong Advisory Group, Inc Needham, MA

2.63M
Shares

$76.2 Million
5.98% of portfolio
Waddell & Associates, LLC

1.94M
Shares

$56.1 Million
5.64% of portfolio

About SCHWAB STRATEGIC TR 1000 INDEX

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