Diversified Trust CO Schwab Strategic Tr 1000 Index Transaction History
Diversified Trust CO
- $4.23 Billion
- Q4 2025
A detailed history of Diversified Trust CO transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Diversified Trust CO holds 39,576 shares of SCHK stock, worth $1.28 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
39,576
Previous 39,576
-0.0%
Holding current value
$1.28 Million
Previous $1.27 Million
0.55%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding SCHK
# of Institutions
241Shares Held
71.6MCall 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 Million17.62% of portfolio
-
Creative Planning Overland Park, KS3.13MShares$101 Million0.08% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA2.53MShares$81.6 Million5.56% of portfolio