Grantvest Financial Group LLC Schwab Strategic Tr 1000 Index Transaction History
Grantvest Financial Group LLC
- $135 Billion
- Q2 2025
A detailed history of Grantvest Financial Group LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Grantvest Financial Group LLC holds 6,777 shares of SCHK stock, worth $216,050. This represents 0.15% of its overall portfolio holdings.
Number of Shares
6,777Holding current value
$216,050% of portfolio
0.15%Shares
1 transactions
Others Institutions Holding SCHK
# of Institutions
237Shares Held
72.7MCall Options Held
91.7KPut Options Held
20.8K-
Financial Engines Advisors L.L.C. Santa Clara, CA46.6MShares$1.49 Billion2.78% of portfolio
-
Legacy Wealth Management, Inc6.36MShares$203 Million12.04% of portfolio
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Warwick Investment Management, Inc.3.5MShares$112 Million19.69% of portfolio
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Creative Planning Overland Park, KS3.09MShares$98.6 Million0.08% of portfolio
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Armstrong Advisory Group, Inc Needham, MA2.43MShares$77.5 Million5.96% of portfolio