Grantvest Financial Group LLC Schwab Strategic Tr 1000 Index Transaction History
Grantvest Financial Group LLC
- $145 Billion
- Q3 2025
A detailed history of Grantvest Financial Group LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Grantvest Financial Group LLC holds 6,781 shares of SCHK stock, worth $219,026. This represents 0.15% of its overall portfolio holdings.
Number of Shares
6,781
Previous 6,777
0.06%
Holding current value
$219,026
Previous $202 Million
7.78%
% of portfolio
0.15%
Previous 0.15%
Shares
2 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