Chicago Partners Investment Group LLC Schwab Strategic Tr 1000 Index Transaction History
Chicago Partners Investment Group LLC
- $3.5 Billion
- Q3 2025
A detailed history of Chicago Partners Investment Group LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Chicago Partners Investment Group LLC holds 15,076 shares of SCHK stock, worth $486,954. This represents 0.01% of its overall portfolio holdings.
Number of Shares
15,076
Previous 15,063
0.09%
Holding current value
$486,954
Previous $449,000
7.8%
% of portfolio
0.01%
Previous 0.01%
Shares
13 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