Blake Schutter Theil Wealth Advisors, LLC Schwab Strategic Tr 1000 Index Transaction History

Blake Schutter Theil Wealth Advisors, LLC

$88.1 Billion
Q2 2025

A detailed history of Blake Schutter Theil Wealth Advisors, LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Blake Schutter Theil Wealth Advisors, LLC holds 330,530 shares of SCHK stock, worth $10.2 Million. This represents 11.18% of its overall portfolio holdings.

Number of Shares

330,530

Previous 357,125 7.45%

Holding current value

$10.2 Million

Previous $9.61 Billion 2.52%

% of portfolio

11.18%

Previous 10.92%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 31, 2025	SELL	$23.87 - $29.82 $634,822 - $793,062	-26,595 Reduced 7.45%	330,530 $9.86 Billion
Q1 2025 May 02, 2025	SELL	$26.53 - $29.63 $7.01 Million - $7.83 Million	-264,109 Reduced 42.51%	357,125 $9.61 Billion
Q4 2024 Feb 07, 2025	BUY	$27.45 - $55.56 $8.53 Million - $17.3 Million	310,617 Added 100.0%	621,234 $17.6 Billion
Q3 2024 Oct 31, 2024	BUY	$49.82 - $55.29 $15.5 Million - $17.2 Million	310,617 New	310,617 $17.2 Billion

Others Institutions Holding SCHK

# of Institutions

235

Shares Held

73M

Call Options Held

91.7K

Put Options Held

20.8K

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About SCHWAB STRATEGIC TR 1000 INDEX

Ticker SCHK
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Blake Schutter Theil Wealth Advisors, LLC Schwab Strategic Tr 1000 Index Transaction History