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 $210,805. This represents 0.0% of its overall portfolio holdings.
Number of Shares
7,719Holding current value
$210,805% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding SCHK
# of Institutions
202Shares Held
69.9MCall Options Held
3.9KPut Options Held
6.9K-
Financial Engines Advisors L.L.C. Santa Clara, CA47.7MShares$1.3 Billion2.85% of portfolio
-
Legacy Wealth Management, Inc6.97MShares$190 Million12.67% of portfolio
-
Warwick Investment Management, Inc.4.39MShares$120 Million25.69% of portfolio
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Armstrong Advisory Group, Inc Needham, MA2.63MShares$71.9 Million5.98% of portfolio
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Waddell & Associates, LLC1.94MShares$53 Million5.64% of portfolio