Ci Private Wealth, LLC Schwab Strategic Tr 1000 Index Transaction History

Ci Private Wealth, LLC

  • $62.5 Billion
  • Q3 2025

A detailed history of Ci Private Wealth, LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Ci Private Wealth, LLC holds 12,506 shares of SCHK stock, worth $403,943. This represents 0.0% of its overall portfolio holdings.

Number of Shares
12,506
Previous 12,429 0.62%
Holding current value
$403,943
Previous $370,000 8.38%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2025
BUY
$29.8 - $32.29 $2,294 - $2,486
77 Added 0.62%
12,506 $401,000
Q2 2025

Sep 26, 2025
SELL
$23.87 - $29.82 $296,680 - $370,632
-12,429 Reduced 50.0%
12,429 $370,000
Q2 2025

Aug 15, 2025
BUY
$23.87 - $29.82 $244,333 - $305,237
10,236 Added 70.0%
24,858 $741,000
Q1 2025

May 14, 2025
BUY
$26.53 - $29.63 $62,106 - $69,363
2,341 Added 19.06%
14,622 $393,000
Q4 2024

Feb 10, 2025
BUY
$27.45 - $55.56 $12,572 - $25,446
458 Added 3.87%
12,281 $347,000
Q3 2024

Nov 12, 2024
BUY
$49.82 - $55.29 $291,895 - $323,944
5,859 Added 98.24%
11,823 $653,000
Q2 2024

Aug 13, 2024
SELL
$47.83 - $52.72 $47 - $52
-1 Reduced 0.02%
5,964 $312,000
Q1 2024

May 09, 2024
BUY
$45.19 - $50.67 $271 - $304
6 Added 0.1%
5,965 $302,000
Q4 2023

Feb 09, 2024
BUY
$39.52 - $46.21 $316 - $369
8 Added 0.13%
5,959 $274,000
Q3 2023

Nov 03, 2023
BUY
$41.08 - $44.27 $205 - $221
5 Added 0.08%
5,951 $245,000
Q2 2023

Aug 10, 2023
BUY
$38.96 - $42.79 $272 - $299
7 Added 0.12%
5,946 $254,000
Q1 2023

May 15, 2023
SELL
$36.64 - $40.44 $86,726 - $95,721
-2,367 Reduced 28.5%
5,939 $234,000
Q4 2022

Feb 15, 2023
BUY
$34.56 - $39.43 $287,055 - $327,505
8,306 New
8,306 $306,000

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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