Vestia Personal Wealth Advisors Schwab Strategic Tr 1000 Index Transaction History
Vestia Personal Wealth Advisors
- $93.7 Billion
- Q2 2024
A detailed history of Vestia Personal Wealth Advisors transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Vestia Personal Wealth Advisors holds 4,198 shares of SCHK stock, worth $117,460. This represents 0.23% of its overall portfolio holdings.
Number of Shares
4,198Holding current value
$117,460% of portfolio
0.23%Shares
1 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
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Legacy Wealth Management, Inc3.59MShares$101 Million12.87% of portfolio
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Warwick Investment Management, Inc.1.88MShares$52.5 Million23.08% of portfolio
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Armstrong Advisory Group, Inc Needham, MA1.27MShares$35.5 Million5.84% of portfolio
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Waddell & Associates, LLC950KShares$26.6 Million6.58% of portfolio