Sol Capital Management CO Schwab Strategic Tr 1000 Index Transaction History
Sol Capital Management CO
- $901 Million
- Q3 2024
A detailed history of Sol Capital Management CO transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Sol Capital Management CO holds 9,500 shares of SCHK stock, worth $265,810. This represents 0.06% of its overall portfolio holdings.
Number of Shares
9,500
Previous 9,500
-0.0%
Holding current value
$265,810
Previous $497,000
5.63%
% of portfolio
0.06%
Previous 0.06%
Shares
6 transactions
Others Institutions Holding SCHK
# of Institutions
176Shares Held
34.9MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA24.2MShares$676 Million2.82% of portfolio
-
Legacy Wealth Management, Inc3.59MShares$101 Million12.87% of portfolio
-
Warwick Investment Management, Inc.1.88MShares$52.5 Million23.08% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA1.27MShares$35.5 Million5.84% of portfolio
-
Waddell & Associates, LLC950KShares$26.6 Million6.58% of portfolio