Visionary Wealth Advisors Schwab Strategic Tr 1000 Index Transaction History

Visionary Wealth Advisors

  • $1.47 Billion
  • Q2 2024

A detailed history of Visionary Wealth Advisors transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Visionary Wealth Advisors holds 15,368 shares of SCHK stock, worth $842,166. This represents 0.05% of its overall portfolio holdings.

Number of Shares
15,368
Previous 15,616 1.59%
Holding current value
$842,166
Previous $791,000 1.64%
% of portfolio
0.05%
Previous 0.06%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024
SELL
$47.83 - $52.72 $11,861 - $13,074
-248 Reduced 1.59%
15,368 $804,000
Q1 2024

May 15, 2024
BUY
$45.19 - $50.67 $26,797 - $30,047
593 Added 3.95%
15,616 $791,000
Q4 2023

Feb 14, 2024
SELL
$39.52 - $46.21 $12,093 - $14,140
-306 Reduced 2.0%
15,023 $691,000
Q3 2023

Nov 13, 2023
SELL
$41.08 - $44.27 $6,203 - $6,684
-151 Reduced 0.98%
15,329 $633,000
Q2 2023

Aug 11, 2023
SELL
$38.96 - $42.79 $2,259 - $2,481
-58 Reduced 0.37%
15,480 $662,000
Q1 2023

May 15, 2023
BUY
$36.64 - $40.44 $1,355 - $1,496
37 Added 0.24%
15,538 $614,000
Q4 2022

Feb 13, 2023
BUY
$34.56 - $39.43 $4,907 - $5,599
142 Added 0.92%
15,501 $572,000
Q3 2022

Nov 14, 2022
SELL
$34.61 - $41.69 $2,076 - $2,501
-60 Reduced 0.39%
15,359 $532,000
Q2 2022

Aug 12, 2022
SELL
$35.4 - $44.52 $33,453 - $42,071
-945 Reduced 5.77%
15,419 $562,000
Q1 2022

May 12, 2022
BUY
$40.46 - $46.8 $13,675 - $15,818
338 Added 2.11%
16,364 $720,000
Q4 2021

Feb 14, 2022
SELL
$42.49 - $46.85 $6,840 - $7,542
-161 Reduced 0.99%
16,026 $746,000
Q3 2021

Nov 12, 2021
SELL
$42.11 - $45.01 $94,705 - $101,227
-2,249 Reduced 12.2%
16,187 $690,000
Q2 2021

Aug 13, 2021
BUY
$39.89 - $42.66 $303,044 - $324,088
7,597 Added 70.09%
18,436 $786,000
Q1 2021

May 18, 2021
BUY
$36.87 - $39.72 $399,633 - $430,525
10,839 New
10,839 $427,000

Others Institutions Holding SCHK

# of Institutions
169
Shares Held
34.5M
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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