Sheets Smith Wealth Management Schwab Strategic Tr 1000 Index Transaction History

Sheets Smith Wealth Management

$802 Million
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 23, 2023	BUY	$41.08 - $44.27 $16,555 - $17,840	403 New	403 $16,000

Others Institutions Holding SCHK

# of Institutions

201

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

$1.34 Billion
2.85% of portfolio
Legacy Wealth Management, Inc

6.97M
Shares

$196 Million
12.67% of portfolio
Warwick Investment Management, Inc.

4.39M
Shares

$123 Million
25.69% of portfolio
Armstrong Advisory Group, Inc Needham, MA

2.63M
Shares

$74.1 Million
5.98% of portfolio
Waddell & Associates, LLC

1.94M
Shares

$54.5 Million
5.64% of portfolio

About SCHWAB STRATEGIC TR 1000 INDEX

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