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

Blake Schutter Theil Wealth Advisors, LLC

$88 Billion
Q1 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 357,125 shares of SCHK stock, worth $10.2 Million. This represents 10.92% of its overall portfolio holdings.

Number of Shares

357,125

Previous 621,234 42.51%

Holding current value

$10.2 Million

Previous $17.6 Billion 45.34%

% of portfolio

10.92%

Previous 18.57%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

215

Shares Held

70.6M

Call Options Held

3.2K

Put Options Held

8.21K

View Full List

About SCHWAB STRATEGIC TR 1000 INDEX

Ticker SCHK
Sector ETFs
Industry ETFs

More about SCHK

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Blake Schutter Theil Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Blake Schutter Theil Wealth Advisors, LLC with notifications on news.

Account

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