Adamsbrown Wealth Consultants LLC Schwab Strategic Tr 1000 Index Transaction History

Adamsbrown Wealth Consultants LLC

  • $292 Million
  • Q4 2024

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 7,095 shares of SCHK stock, worth $196,744. This represents 0.07% of its overall portfolio holdings.

Number of Shares
7,095
Holding current value
$196,744
% of portfolio
0.07%

Shares

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

Jan 24, 2025
BUY
$27.45 - $55.56 $194,757 - $394,198
7,095 New
7,095 $200,000
Q2 2022

Jul 27, 2022
SELL
$35.4 - $44.52 $225,568 - $283,681
-6,372 Reduced 38.36%
10,239 $373,000
Q1 2022

May 16, 2022
SELL
$40.46 - $46.8 $49,968 - $57,798
-1,235 Reduced 6.92%
16,611 $731,000
Q4 2021

Feb 17, 2022
BUY
$42.49 - $46.85 $758,276 - $836,085
17,846 New
17,846 $831,000

Others Institutions Holding SCHK

# of Institutions
202
Shares Held
69.8M
Call Options Held
3.9K
Put Options Held
6.9K
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 Adamsbrown Wealth Consultants LLC Portfolio

Follow Adamsbrown Wealth Consultants LLC 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 Adamsbrown Wealth Consultants LLC, based on Form 13F filings with the SEC.

News

Stay updated on Adamsbrown Wealth Consultants LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email