Kilter Group LLC Schwab Strategic Tr 1000 Index Transaction History

Kilter Group LLC

$220 Billion
Q2 2025

A detailed history of Kilter Group LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Kilter Group LLC holds 595 shares of SCHK stock, worth $18,968. This represents 0.01% of its overall portfolio holdings.

Number of Shares

595

Holding current value

$18,968

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 13, 2025	BUY	$23.87 - $29.82 $14,202 - $17,742	595 New	595 $17.7 Million

Others Institutions Holding SCHK

# of Institutions

235

Shares Held

72.7M

Call Options Held

91.7K

Put Options Held

20.8K

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

46.6M
Shares

$1.49 Billion
2.78% of portfolio
Legacy Wealth Management, Inc

6.36M
Shares

$203 Million
12.04% of portfolio
Warwick Investment Management, Inc.

4.09M
Shares

$130 Million
23.81% of portfolio
Creative Planning Overland Park, KS

3.09M
Shares

$98.6 Million
0.08% of portfolio
Armstrong Advisory Group, Inc Needham, MA

2.43M
Shares

$77.5 Million
5.96% of portfolio

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About SCHWAB STRATEGIC TR 1000 INDEX

Ticker SCHK
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