Waddell & Associates, LLC Schwab Strategic Tr 1000 Index Call Options Transaction History

Waddell & Associates, LLC

$755 Million
Q2 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding SCHK

# of Institutions

176

Shares Held

34.9M

Call Options Held

0

Put Options Held

0

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

24.2M
Shares

$676 Million
2.82% of portfolio
Legacy Wealth Management, Inc

3.59M
Shares

$101 Million
12.87% of portfolio
Warwick Investment Management, Inc.

1.88M
Shares

$52.5 Million
23.08% of portfolio
Armstrong Advisory Group, Inc Needham, MA

1.27M
Shares

$35.5 Million
5.84% of portfolio
Blake Schutter Theil Wealth Advisors, LLC Dayton, OH

311K
Shares

$8.69 Million
12.34% of portfolio

About SCHWAB STRATEGIC TR 1000 INDEX

Ticker SCHK
Sector ETFs
Industry ETFs

More about SCHK

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Waddell & Associates, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Waddell & Associates, LLC with notifications on news.