Creative Planning Schwab Strategic Tr 1000 Index Call Options Transaction History

Creative Planning

$116 Billion
Q2 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

235

Shares Held

73M

Call Options Held

91.7K

Put Options Held

20.8K

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

46.6M
Shares

$1.5 Billion
2.78% of portfolio
Legacy Wealth Management, Inc

6.65M
Shares

$215 Million
12.34% of portfolio
Warwick Investment Management, Inc.

4.09M
Shares

$132 Million
23.81% of portfolio
Armstrong Advisory Group, Inc Needham, MA

2.44M
Shares

$78.7 Million
5.96% of portfolio
Waddell & Associates, LLC

1.99M
Shares

$64.2 Million
6.39% 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 Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.