Headinvest, LLC Schwab Strategic Tr 1000 Index Transaction History
Headinvest, LLC
- $472 Million
- Q3 2025
A detailed history of Headinvest, LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Headinvest, LLC holds 15,794 shares of SCHK stock, worth $510,146. This represents 0.11% of its overall portfolio holdings.
Number of Shares
15,794
Previous 15,794
-0.0%
Holding current value
$510,146
Previous $470,000
7.87%
% of portfolio
0.11%
Previous 0.1%
Shares
1 transactions
Others Institutions Holding SCHK
# of Institutions
238Shares 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