Vestia Personal Wealth Advisors Schwab Strategic Tr 1000 Index Transaction History

Vestia Personal Wealth Advisors

  • $121 Billion
  • Q4 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 8,225 shares of SCHK stock, worth $239,429. This represents 0.19% of its overall portfolio holdings.

Number of Shares
8,225
Previous 4,161 97.67%
Holding current value
$239,429
Previous $230 Million 1.21%
% of portfolio
0.19%
Previous 0.22%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
BUY
$27.45 - $55.56 $111,556 - $225,795
4,064 Added 97.67%
8,225 $233 Million
Q3 2024

Nov 04, 2024
SELL
$49.82 - $55.29 $1,843 - $2,045
-37 Reduced 0.88%
4,161 $230 Million
Q2 2024

Aug 09, 2024
BUY
$47.83 - $52.72 $200,790 - $221,318
4,198 New
4,198 $220 Million

Others Institutions Holding SCHK

# of Institutions
188
Shares Held
48M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR 1000 INDEX

SCHK Quotes by TradingView
  • Ticker SCHK
  • Sector ETFs
  • Industry ETFs
More about SCHK
Track This Portfolio

Track Vestia Personal Wealth Advisors Portfolio

Follow Vestia Personal Wealth Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Vestia Personal Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Vestia Personal Wealth Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email