Headinvest, LLC Schwab Strategic Tr 1000 Index Transaction History

Headinvest, LLC

$498 Million
Q1 2025

A detailed history of Headinvest, LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Headinvest, LLC holds 15,794 shares of SCHK stock, worth $485,349. This represents 0.09% of its overall portfolio holdings.

Number of Shares

15,794

Holding current value

$485,349

% of portfolio

0.09%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 15, 2025	BUY	$26.53 - $29.63 $419,014 - $467,976	15,794 New	15,794 $425,000

Others Institutions Holding SCHK

# of Institutions

233

Shares Held

72.7M

Call Options Held

3.2K

Put Options Held

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

47M
Shares

$1.44 Billion
2.72% of portfolio
Legacy Wealth Management, Inc

6.65M
Shares

$204 Million
12.34% of portfolio
Warwick Investment Management, Inc.

4.09M
Shares

$126 Million
23.81% of portfolio
Creative Planning Overland Park, KS

3.09M
Shares

$95 Million
0.08% of portfolio
Armstrong Advisory Group, Inc Needham, MA

2.44M
Shares

$74.9 Million
5.96% of portfolio

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About SCHWAB STRATEGIC TR 1000 INDEX

Ticker SCHK
Sector ETFs
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