Claro Advisors LLC Schwab Strategic Tr 1000 Index Call Options Transaction History

Claro Advisors LLC

$633 Million
Q3 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding SCHK

# of Institutions

243

Shares Held

73.7M

Call Options Held

91.7K

Put Options Held

20.8K

Financial Engines Advisors L.L.C. Santa Clara, CA

46.6M
Shares

$1.51 Billion
2.78% of portfolio
Legacy Wealth Management, Inc

6.36M
Shares

$205 Million
12.04% of portfolio
Warwick Investment Management, Inc.

3.5M
Shares

$113 Million
19.69% of portfolio
Creative Planning Overland Park, KS

3.13M
Shares

$101 Million
0.08% of portfolio
Armstrong Advisory Group, Inc Needham, MA

2.43M
Shares

$78.5 Million
5.96% of portfolio

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 Claro Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Claro Advisors LLC with notifications on news.