Windsor Advisory Group, LLC Schwab Strategic Tr 1000 Index Transaction History

Windsor Advisory Group, LLC

  • $88.6 Billion
  • Q3 2024

A detailed history of Windsor Advisory Group, LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Windsor Advisory Group, LLC holds 31,936 shares of SCHK stock, worth $912,411. This represents 1.99% of its overall portfolio holdings.

Number of Shares
31,936
Previous 77,149 58.6%
Holding current value
$912,411
Previous $4.04 Billion 56.26%
% of portfolio
1.99%
Previous 8.09%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
SELL
$49.82 - $55.29 $2.25 Million - $2.5 Million
-45,213 Reduced 58.6%
31,936 $1.77 Billion
Q2 2024

Aug 14, 2024
BUY
$47.83 - $52.72 $3.69 Million - $4.07 Million
77,149 New
77,149 $4.04 Billion

Others Institutions Holding SCHK

# of Institutions
181
Shares Held
39.5M
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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