Vsm Wealth Advisory, LLC Schwab Strategic Tr 1000 Index Transaction History

Vsm Wealth Advisory, LLC

  • $322 Billion
  • Q3 2025

A detailed history of Vsm Wealth Advisory, LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Vsm Wealth Advisory, LLC holds 404 shares of SCHK stock, worth $13,049. This represents 0.0% of its overall portfolio holdings.

Number of Shares
404
Previous 402 0.5%
Holding current value
$13,049
Previous $12 Million 8.02%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 12, 2025
BUY
$29.8 - $32.29 $59 - $64
2 Added 0.5%
404 $13 Million
Q2 2025

Aug 11, 2025
BUY
$23.87 - $29.82 $23 - $29
1 Added 0.25%
402 $12 Million
Q1 2025

May 05, 2025
BUY
$26.53 - $29.63 $26 - $29
1 Added 0.25%
401 $10.8 Million
Q4 2024

Feb 10, 2025
BUY
$27.45 - $55.56 $10,980 - $22,224
400 New
400 $11.3 Million

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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