Smi Advisory Services, LLC Schwab Strategic Tr 1000 Index Transaction History

Smi Advisory Services, LLC

$221 Million
Q3 2025

A detailed history of Smi Advisory Services, LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Smi Advisory Services, LLC holds 19,585 shares of SCHK stock, worth $624,369. This represents 0.29% of its overall portfolio holdings.

Number of Shares

19,585

Previous 19,633 0.24%

Holding current value

$624,369

Previous $585,000 7.52%

% of portfolio

0.29%

Previous 0.29%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 06, 2025	SELL	$29.8 - $32.29 $1,430 - $1,549	-48 Reduced 0.24%	19,585 $629,000
Q2 2025 Jul 18, 2025	BUY	$23.87 - $29.82 $47 - $59	2 Added 0.01%	19,633 $585,000
Q1 2025 Apr 10, 2025	SELL	$26.53 - $29.63 $11,036 - $12,326	-416 Reduced 2.08%	19,631 $525,000
Q4 2024 Jan 17, 2025	BUY	$27.45 - $55.56 $268,872 - $544,210	9,795 Added 95.54%	20,047 $567,000
Q3 2024 Oct 07, 2024	SELL	$49.82 - $55.29 $16,590 - $18,411	-333 Reduced 3.15%	10,252 $566,000
Q2 2024 Jul 15, 2024	BUY	$47.83 - $52.72 $6,217 - $6,853	130 Added 1.24%	10,585 $553,000
Q1 2024 Apr 15, 2024	SELL	$45.19 - $50.67 $74,156 - $83,149	-1,641 Reduced 13.57%	10,455 $529,000
Q4 2023 Jan 12, 2024	SELL	$39.52 - $46.21 $750 - $877	-19 Reduced 0.16%	12,096 $557,000
Q3 2023 Nov 14, 2023	BUY	$41.08 - $44.27 $22,224 - $23,950	541 Added 4.67%	12,115 $500,000
Q3 2022 Oct 14, 2022	BUY	$34.61 - $41.69 $400,576 - $482,520	11,574 New	11,574 $401,000

Others Institutions Holding SCHK

# of Institutions

237

Shares Held

72.7M

Call Options Held

91.7K

Put Options Held

20.8K

View Full List

About SCHWAB STRATEGIC TR 1000 INDEX

Ticker SCHK
Sector ETFs
Industry ETFs

More about SCHK

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Smi Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Smi Advisory Services, LLC with notifications on news.

Account

Smi Advisory Services, LLC Schwab Strategic Tr 1000 Index Transaction History