Adamsbrown Wealth Consultants LLC Schwab Strategic Tr 1000 Index Transaction History
Adamsbrown Wealth Consultants LLC
- $329 Million
- Q2 2025
A detailed history of Adamsbrown Wealth Consultants LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Adamsbrown Wealth Consultants LLC holds 7,131 shares of SCHK stock, worth $219,135. This represents 0.06% of its overall portfolio holdings.
Number of Shares
7,131Holding current value
$219,135% of portfolio
0.06%Shares
5 transactions
Others Institutions Holding SCHK
# of Institutions
229Shares Held
72.3MCall Options Held
3.2KPut Options Held
8K-
Financial Engines Advisors L.L.C. Santa Clara, CA47MShares$1.44 Billion2.72% of portfolio
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Legacy Wealth Management, Inc6.65MShares$204 Million12.34% of portfolio
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Warwick Investment Management, Inc.4.09MShares$126 Million23.81% of portfolio
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Creative Planning Overland Park, KS3.09MShares$95 Million0.08% of portfolio
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Armstrong Advisory Group, Inc Needham, MA2.44MShares$74.9 Million5.96% of portfolio