Allworth Financial LP Schwab Strategic Tr 1000 Index Transaction History

Allworth Financial LP

  • $17.4 Billion
  • Q1 2025

A detailed history of Allworth Financial LP transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Allworth Financial LP holds 14,069 shares of SCHK stock, worth $431,074. This represents 0.0% of its overall portfolio holdings.

Number of Shares
14,069
Previous 13,279 5.95%
Holding current value
$431,074
Previous $375,000 0.8%
% of portfolio
0.0%
Previous 0.0%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 30, 2025
BUY
$26.53 - $29.63 $20,958 - $23,407
790 Added 5.95%
14,069 $378,000
Q4 2024

Jan 30, 2025
BUY
$27.45 - $55.56 $206,424 - $417,811
7,520 Added 130.58%
13,279 $375,000
Q3 2024

Oct 23, 2024
SELL
$49.82 - $55.29 $6,426 - $7,132
-129 Reduced 2.19%
5,759 $318,000
Q2 2024

Jul 23, 2024
BUY
$47.83 - $52.72 $11,957 - $13,180
250 Added 4.43%
5,888 $308,000
Q1 2024

Apr 25, 2024
BUY
$45.19 - $50.67 $135 - $152
3 Added 0.05%
5,638 $285,000
Q4 2023

Jan 24, 2024
SELL
$39.52 - $46.21 $27,347 - $31,977
-692 Reduced 10.94%
5,635 $259,000
Q3 2023

Oct 31, 2023
BUY
$41.08 - $44.27 $11,872 - $12,794
289 Added 4.79%
6,327 $261,000
Q2 2023

Jul 18, 2023
BUY
$38.96 - $42.79 $11,610 - $12,751
298 Added 5.19%
6,038 $258,000
Q1 2023

Apr 18, 2023
BUY
$36.64 - $40.44 $64,706 - $71,417
1,766 Added 44.44%
5,740 $227,000
Q4 2022

Jan 13, 2023
BUY
$34.56 - $39.43 $44,789 - $51,101
1,296 Added 48.39%
3,974 $0
Q3 2022

Oct 18, 2022
BUY
$34.61 - $41.69 $50,357 - $60,658
1,455 Added 118.97%
2,678 $93,000
Q2 2022

Jul 13, 2022
BUY
$35.4 - $44.52 $42,232 - $53,112
1,193 Added 3976.67%
1,223 $45,000
Q1 2022

Apr 22, 2022
BUY
$40.46 - $46.8 $1,213 - $1,404
30 New
30 $1,000

Others Institutions Holding SCHK

# of Institutions
223
Shares Held
70M
Call Options Held
3.2K
Put Options Held
8.21K
View Full List

About SCHWAB STRATEGIC TR 1000 INDEX

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