Sequoia Financial Advisors, LLC Schwab Strategic Tr 1000 Index Transaction History
Sequoia Financial Advisors, LLC
- $11.5 Billion
- Q4 2024
A detailed history of Sequoia Financial Advisors, LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 7,719 shares of SCHK stock, worth $224,700. This represents 0.0% of its overall portfolio holdings.
Number of Shares
7,719Holding current value
$224,700% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding SCHK
# of Institutions
189Shares Held
47.8MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA28.6MShares$833 Million3.25% of portfolio
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Legacy Wealth Management, Inc6.97MShares$203 Million12.67% of portfolio
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Warwick Investment Management, Inc.4.39MShares$128 Million25.69% of portfolio
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Armstrong Advisory Group, Inc Needham, MA2.63MShares$76.7 Million5.98% of portfolio
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Waddell & Associates, LLC963KShares$28 Million6.53% of portfolio