Rvw Wealth, LLC Schwab Strategic Tr 1000 Index Transaction History

Rvw Wealth, LLC

$1.07 Billion
Q2 2025

A detailed history of Rvw Wealth, LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Rvw Wealth, LLC holds 9,436 shares of SCHK stock, worth $304,688. This represents 0.03% of its overall portfolio holdings.

Number of Shares

9,436

Holding current value

$304,688

% of portfolio

0.03%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 15, 2025	BUY	$23.87 - $29.82 $225,237 - $281,381	9,436 New	9,436 $281,000

Others Institutions Holding SCHK

# of Institutions

235

Shares Held

73M

Call Options Held

91.7K

Put Options Held

20.8K

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

46.6M
Shares

$1.5 Billion
2.78% of portfolio
Legacy Wealth Management, Inc

6.65M
Shares

$215 Million
12.34% of portfolio
Warwick Investment Management, Inc.

4.09M
Shares

$132 Million
23.81% of portfolio
Creative Planning Overland Park, KS

3.09M
Shares

$99.8 Million
0.08% of portfolio
Armstrong Advisory Group, Inc Needham, MA

2.44M
Shares

$78.7 Million
5.96% of portfolio

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About SCHWAB STRATEGIC TR 1000 INDEX

Ticker SCHK
Sector ETFs
Industry ETFs

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