Verity & Verity, LLC Schwab Strategic Tr 1000 Index Transaction History
Verity & Verity, LLC
- $1.02 Billion
- Q3 2024
A detailed history of Verity & Verity, LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Verity & Verity, LLC holds 6,950 shares of SCHK stock, worth $201,828. This represents 0.04% of its overall portfolio holdings.
Number of Shares
6,950
Previous 6,950
-0.0%
Holding current value
$201,828
Previous $363,000
5.79%
% of portfolio
0.04%
Previous 0.04%
Shares
1 transactions
Others Institutions Holding SCHK
# of Institutions
181Shares Held
39.5MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA28.6MShares$831 Million3.25% of portfolio
-
Legacy Wealth Management, Inc3.59MShares$104 Million12.87% of portfolio
-
Warwick Investment Management, Inc.2.1MShares$60.9 Million27.6% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA1.27MShares$36.9 Million5.84% of portfolio
-
Waddell & Associates, LLC963KShares$28 Million6.53% of portfolio