Gemmer Asset Management LLC Schwab Strategic Tr 1000 Index Transaction History
Gemmer Asset Management LLC
- $1.19 Billion
- Q3 2025
A detailed history of Gemmer Asset Management LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Gemmer Asset Management LLC holds 30,792 shares of SCHK stock, worth $994,581. This represents 0.08% of its overall portfolio holdings.
Number of Shares
30,792
Previous 28,934
6.42%
Holding current value
$994,581
Previous $862,000
14.73%
% of portfolio
0.08%
Previous 0.08%
Shares
7 transactions
Others Institutions Holding SCHK
# of Institutions
239Shares Held
71.4MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA44.6MShares$1.44 Billion2.75% of portfolio
-
Legacy Wealth Management, Inc6.36MShares$205 Million12.04% of portfolio
-
Warwick Investment Management, Inc.3.5MShares$113 Million19.69% of portfolio
-
Creative Planning Overland Park, KS3.13MShares$101 Million0.08% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA2.43MShares$78.5 Million5.96% of portfolio