Accredited Investors Inc. Schwab Strategic Tr 1000 Index Transaction History
Accredited Investors Inc.
- $1.79 Billion
- Q3 2025
A detailed history of Accredited Investors Inc. transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Accredited Investors Inc. holds 8,740 shares of SCHK stock, worth $282,302. This represents 0.02% of its overall portfolio holdings.
Number of Shares
8,740
Previous 8,735
0.06%
Holding current value
$282,302
Previous $260,000
7.69%
% of portfolio
0.02%
Previous 0.02%
Shares
6 transactions
Others Institutions Holding SCHK
# of Institutions
239Shares Held
71.4MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA44.6MShares$1.44 Billion2.75% of portfolio
-
Legacy Wealth Management, Inc6.36MShares$205 Million12.04% of portfolio
-
Warwick Investment Management, Inc.3.5MShares$113 Million19.69% of portfolio
-
Creative Planning Overland Park, KS3.13MShares$101 Million0.08% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA2.43MShares$78.5 Million5.96% of portfolio