Opulen Financial Group LLC Schwab Strategic Tr 1000 Index Transaction History
Opulen Financial Group LLC
- $122 Billion
- Q2 2025
A detailed history of Opulen Financial Group LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Opulen Financial Group LLC holds 30,302 shares of SCHK stock, worth $966,027. This represents 0.74% of its overall portfolio holdings.
Number of Shares
30,302
Previous 21,145
43.31%
Holding current value
$966,027
Previous $569 Million
58.74%
% of portfolio
0.74%
Previous 0.52%
Shares
2 transactions
Others Institutions Holding SCHK
# of Institutions
235Shares Held
72.7MCall Options Held
91.7KPut Options Held
20.8K-
Financial Engines Advisors L.L.C. Santa Clara, CA46.6MShares$1.49 Billion2.78% of portfolio
-
Legacy Wealth Management, Inc6.36MShares$203 Million12.04% of portfolio
-
Warwick Investment Management, Inc.4.09MShares$130 Million23.81% of portfolio
-
Creative Planning Overland Park, KS3.09MShares$98.6 Million0.08% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA2.43MShares$77.5 Million5.96% of portfolio