Optima Capital LLC Schwab Strategic Tr 1000 Index Transaction History

Optima Capital LLC

$231 Billion
Q4 2025

A detailed history of Optima Capital LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Optima Capital LLC holds 29 shares of SCHK stock, worth $936. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$936

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2025 Jan 23, 2026	BUY	$31.49 - $33.1 $913 - $959	29 New	29 $954,000

Others Institutions Holding SCHK

# of Institutions

244

Shares Held

71.4M

Call Options Held

Put Options Held

Financial Engines Advisors L.L.C. Santa Clara, CA

44.6M
Shares

$1.44 Billion
2.75% of portfolio
Legacy Wealth Management, Inc

6.12M
Shares

$198 Million
11.54% of portfolio
Warwick Investment Management, Inc.

3.5M
Shares

$113 Million
17.62% of portfolio
Creative Planning Overland Park, KS

3.13M
Shares

$101 Million
0.08% of portfolio
Armstrong Advisory Group, Inc Needham, MA

2.53M
Shares

$81.6 Million
5.56% of portfolio

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About SCHWAB STRATEGIC TR 1000 INDEX

Ticker SCHK
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