Element Wealth, LLC Schwab Strategic Tr 1000 Index Transaction History

Element Wealth, LLC

  • $209 Million
  • Q2 2025

A detailed history of Element Wealth, LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Element Wealth, LLC holds 7,024 shares of SCHK stock, worth $223,925. This represents 0.1% of its overall portfolio holdings.

Number of Shares
7,024
Holding current value
$223,925
% of portfolio
0.1%

Shares

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

Jul 23, 2025
BUY
$23.87 - $29.82 $167,662 - $209,455
7,024 New
7,024 $209,000
Q4 2024

Feb 03, 2025
BUY
$27.45 - $55.56 $96,404 - $195,126
3,512 Added 100.0%
7,024 $198,000
Q3 2023

Nov 08, 2023
SELL
$41.08 - $44.27 $29,207 - $31,475
-711 Reduced 16.84%
3,512 $145,000
Q2 2022

Jul 22, 2022
SELL
$35.4 - $44.52 $56,038 - $70,475
-1,583 Reduced 27.26%
4,223 $154,000
Q1 2022

Apr 28, 2022
SELL
$40.46 - $46.8 $8,092 - $9,360
-200 Reduced 3.33%
5,806 $256,000
Q1 2021

May 05, 2021
SELL
$36.87 - $39.72 $1.12 Million - $1.21 Million
-30,364 Reduced 83.49%
6,006 $237,000
Q4 2020

Feb 05, 2021
SELL
$32.23 - $37.39 $97,689 - $113,329
-3,031 Reduced 7.69%
36,370 $1.36 Million
Q3 2020

Nov 06, 2020
SELL
$30.53 - $35.25 $108,992 - $125,842
-3,570 Reduced 8.31%
39,401 $1.3 Million
Q2 2020

Aug 06, 2020
BUY
$23.93 - $31.78 $37,976 - $50,434
1,587 Added 3.83%
42,971 $1.3 Million
Q1 2020

May 14, 2020
BUY
$21.7 - $33.28 $898,032 - $1.38 Million
41,384 New
41,384 $1.04 Million

Others Institutions Holding SCHK

# of Institutions
237
Shares Held
72.7M
Call Options Held
91.7K
Put Options Held
20.8K
View Full List

About SCHWAB STRATEGIC TR 1000 INDEX

SCHK Quotes by TradingView
  • Ticker SCHK
  • Sector ETFs
  • Industry ETFs
More about SCHK
Track This Portfolio

Track Element Wealth, LLC Portfolio

Follow Element Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Element Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email