Warren Averett Asset Management, LLC Schwab Strategic Tr 1000 Index Transaction History

Warren Averett Asset Management, LLC

  • $9.72 Billion
  • Q3 2025

A detailed history of Warren Averett Asset Management, LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 12,701 shares of SCHK stock, worth $410,242. This represents 0.0% of its overall portfolio holdings.

Number of Shares
12,701
Previous 11,431 11.11%
Holding current value
$410,242
Previous $340,000 19.71%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
$29.8 - $32.29 $37,846 - $41,008
1,270 Added 11.11%
12,701 $407,000
Q2 2025

Aug 14, 2025
SELL
$23.87 - $29.82 $8,211 - $10,258
-344 Reduced 2.92%
11,431 $340,000
Q1 2025

May 15, 2025
BUY
$26.53 - $29.63 $312,390 - $348,893
11,775 New
11,775 $316,000

Others Institutions Holding SCHK

# of Institutions
239
Shares Held
71.4M
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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