Accredited Investors Inc. Schwab Strategic Tr 1000 Index Transaction History
Accredited Investors Inc.
- $1.69 Billion
- Q2 2025
A detailed history of Accredited Investors Inc. transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Accredited Investors Inc. holds 8,735 shares of SCHK stock, worth $278,471. This represents 0.02% of its overall portfolio holdings.
Number of Shares
8,735
Previous 8,731
0.05%
Holding current value
$278,471
Previous $235,000
10.64%
% of portfolio
0.02%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding SCHK
# of Institutions
237Shares Held
72.1MCall 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.3.5MShares$112 Million19.69% 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