Bannerman Wealth Management Group, LLC Schwab Strategic Tr 1000 Index Transaction History

Bannerman Wealth Management Group, LLC

  • $130 Billion
  • Q2 2025

A detailed history of Bannerman Wealth Management Group, LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Bannerman Wealth Management Group, LLC holds 9,427 shares of SCHK stock, worth $289,126. This represents 0.22% of its overall portfolio holdings.

Number of Shares
9,427
Previous 9,683 2.64%
Holding current value
$289,126
Previous $261 Million 7.84%
% of portfolio
0.22%
Previous 0.21%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 15, 2025
SELL
$23.87 - $29.82 $6,110 - $7,633
-256 Reduced 2.64%
9,427 $281 Million
Q4 2024

Mar 07, 2025
BUY
$27.45 - $55.56 $265,798 - $537,987
9,683 New
9,683 $274 Million

Others Institutions Holding SCHK

# of Institutions
222
Shares Held
70M
Call Options Held
3.2K
Put Options Held
8.21K
View Full List

About SCHWAB STRATEGIC TR 1000 INDEX

SCHK Quotes by TradingView
  • Ticker SCHK
  • Sector ETFs
  • Industry ETFs
More about SCHK
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