Signature Estate & Investment Advisors LLC Schwab Strategic Tr 1000 Index Transaction History
Signature Estate & Investment Advisors LLC
- $3.94 Billion
- Q4 2024
A detailed history of Signature Estate & Investment Advisors LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Signature Estate & Investment Advisors LLC holds 199,152 shares of SCHK stock, worth $5.44 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
199,152
Previous 99,722
99.71%
Holding current value
$5.44 Million
Previous $5.51 Million
2.25%
% of portfolio
0.14%
Previous 0.13%
Shares
3 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$191 Million12.67% of portfolio
-
Warwick Investment Management, Inc.4.39MShares$120 Million25.69% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA2.63MShares$72 Million5.98% of portfolio
-
Waddell & Associates, LLC1.94MShares$53 Million5.64% of portfolio