Heartwood Wealth Advisors LLC Schwab Strategic Tr 1000 Index Transaction History

Heartwood Wealth Advisors LLC

  • $910 Million
  • Q2 2025

A detailed history of Heartwood Wealth Advisors LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 11,941 shares of SCHK stock, worth $356,797. This represents 0.04% of its overall portfolio holdings.

Number of Shares
11,941
Holding current value
$356,797
% of portfolio
0.04%

Shares

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

Jul 08, 2025
BUY
$23.87 - $29.82 $285,031 - $356,080
11,941 New
11,941 $356,000

Others Institutions Holding SCHK

# of Institutions
221
Shares Held
70.9M
Call Options Held
3.2K
Put Options Held
8.21K
View Full List

About SCHWAB STRATEGIC TR 1000 INDEX

SCHK Quotes by TradingView
  • Ticker SCHK
  • Sector ETFs
  • Industry ETFs
More about SCHK
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