Signature Estate & Investment Advisors LLC Schwab Strategic Tr 1000 Index Transaction History

Signature Estate & Investment Advisors LLC

$4.52 Billion
Q3 2025

A detailed history of Signature Estate & Investment Advisors LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Signature Estate & Investment Advisors LLC holds 208,123 shares of SCHK stock, worth $6.72 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

208,123

Previous 201,803 3.13%

Holding current value

$6.72 Million

Previous $6.02 Million 11.09%

% of portfolio

0.15%

Previous 0.14%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 05, 2025	BUY	$29.8 - $32.29 $188,336 - $204,072	6,320 Added 3.13%	208,123 $6.68 Million
Q2 2025 Jul 29, 2025	BUY	$23.87 - $29.82 $38,812 - $48,487	1,626 Added 0.81%	201,803 $6.02 Million
Q1 2025 May 15, 2025	BUY	$26.53 - $29.63 $27,193 - $30,370	1,025 Added 0.51%	200,177 $5.39 Million
Q4 2024 Feb 11, 2025	BUY	$27.45 - $55.56 $2.73 Million - $5.52 Million	99,430 Added 99.71%	199,152 $5.64 Million
Q3 2024 Nov 06, 2024	BUY	$49.82 - $55.29 $7,921 - $8,791	159 Added 0.16%	99,722 $5.51 Million

Q2 2024 Jul 25, 2024	BUY	$47.83 - $52.72 $4.76 Million - $5.25 Million	99,563 New	99,563 $5.21 Million

Others Institutions Holding SCHK

# of Institutions

238

Shares Held

71.4M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR 1000 INDEX

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Signature Estate & Investment Advisors LLC Schwab Strategic Tr 1000 Index Transaction History