Spence Asset Management Schwab Strategic Tr 1000 Index Put Options Transaction History

Spence Asset Management

$460 Million
Q4 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding SCHK

# of Institutions

191

Shares Held

67.3M

Call Options Held

0

Put Options Held

0

Financial Engines Advisors L.L.C. Santa Clara, CA

47.7M
Shares

$1.39 Billion
2.85% of portfolio
Legacy Wealth Management, Inc

6.97M
Shares

$204 Million
12.67% of portfolio
Warwick Investment Management, Inc.

4.39M
Shares

$128 Million
25.69% of portfolio
Armstrong Advisory Group, Inc Needham, MA

2.63M
Shares

$76.9 Million
5.98% of portfolio
Waddell & Associates, LLC

1.94M
Shares

$56.6 Million
5.64% of portfolio

About SCHWAB STRATEGIC TR 1000 INDEX

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