Visionary Wealth Advisors Schwab Strategic Tr 1000 Index Transaction History

Visionary Wealth Advisors

$1.57 Billion
Q3 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 14,963 shares of SCHK stock, worth $432,580. This represents 0.05% of its overall portfolio holdings.

Number of Shares

14,963

Previous 15,368 2.64%

Holding current value

$432,580

Previous $804,000 2.86%

% of portfolio

0.05%

Previous 0.05%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$49.82 - $55.29 $20,177 - $22,392	-405 Reduced 2.64%	14,963 $827,000
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

181

Shares Held

39.5M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR 1000 INDEX

Ticker SCHK
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Visionary Wealth Advisors Schwab Strategic Tr 1000 Index Transaction History