Strategic Financial Concepts, LLC Schwab Strategic Tr 1000 Index Transaction History
Strategic Financial Concepts, LLC
- $549 Billion
- Q4 2024
A detailed history of Strategic Financial Concepts, LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 47,253 shares of SCHK stock, worth $1.33 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
47,253Holding current value
$1.33 Million% of portfolio
0.01%Shares
2 transactions
Others Institutions Holding SCHK
# of Institutions
201Shares Held
69.8MCall Options Held
3.9KPut Options Held
6.9K-
Financial Engines Advisors L.L.C. Santa Clara, CA47.7MShares$1.34 Billion2.85% of portfolio
-
Legacy Wealth Management, Inc6.97MShares$196 Million12.67% of portfolio
-
Warwick Investment Management, Inc.4.39MShares$123 Million25.69% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA2.63MShares$74.1 Million5.98% of portfolio
-
Waddell & Associates, LLC1.94MShares$54.5 Million5.64% of portfolio