Blake Schutter Theil Wealth Advisors, LLC Schwab Strategic Tr 1000 Index Transaction History

Blake Schutter Theil Wealth Advisors, LLC

$101 Billion
Q3 2025

A detailed history of Blake Schutter Theil Wealth Advisors, LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Blake Schutter Theil Wealth Advisors, LLC holds 270,524 shares of SCHK stock, worth $8.87 Million. This represents 8.59% of its overall portfolio holdings.

Number of Shares

270,524

Previous 330,530 18.15%

Holding current value

$8.87 Million

Previous $9.86 Billion 11.84%

% of portfolio

8.59%

Previous 11.18%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	SELL	$29.8 - $32.29 $1.79 Million - $1.94 Million	-60,006 Reduced 18.15%	270,524 $8.69 Billion
Q2 2025 Jul 31, 2025	SELL	$23.87 - $29.82 $634,822 - $793,062	-26,595 Reduced 7.45%	330,530 $9.86 Billion
Q1 2025 May 02, 2025	SELL	$26.53 - $29.63 $7.01 Million - $7.83 Million	-264,109 Reduced 42.51%	357,125 $9.61 Billion
Q4 2024 Feb 07, 2025	BUY	$27.45 - $55.56 $8.53 Million - $17.3 Million	310,617 Added 100.0%	621,234 $17.6 Billion
Q3 2024 Oct 31, 2024	BUY	$49.82 - $55.29 $15.5 Million - $17.2 Million	310,617 New	310,617 $17.2 Billion

Others Institutions Holding SCHK

# of Institutions

240

Shares Held

72.1M

Call Options Held

91.7K

Put Options Held

20.8K

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About SCHWAB STRATEGIC TR 1000 INDEX

Ticker SCHK
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Blake Schutter Theil Wealth Advisors, LLC Schwab Strategic Tr 1000 Index Transaction History