Vestia Personal Wealth Advisors Schwab Strategic Tr 1000 Index Transaction History

Vestia Personal Wealth Advisors

  • $121 Billion
  • Q4 2024

A detailed history of Vestia Personal Wealth Advisors transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Vestia Personal Wealth Advisors holds 8,225 shares of SCHK stock, worth $240,828. This represents 0.19% of its overall portfolio holdings.

Number of Shares
8,225
Previous 4,161 97.67%
Holding current value
$240,828
Previous $230 Million 1.21%
% of portfolio
0.19%
Previous 0.22%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
BUY
$27.45 - $55.56 $111,556 - $225,795
4,064 Added 97.67%
8,225 $233 Million
Q3 2024

Nov 04, 2024
SELL
$49.82 - $55.29 $1,843 - $2,045
-37 Reduced 0.88%
4,161 $230 Million
Q2 2024

Aug 09, 2024
BUY
$47.83 - $52.72 $200,790 - $221,318
4,198 New
4,198 $220 Million

Others Institutions Holding SCHK

# of Institutions
189
Shares Held
45.1M
Call Options Held
0
Put Options Held
0
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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