Heartwood Wealth Advisors LLC Schwab Strategic Tr 1000 Index Transaction History

Heartwood Wealth Advisors LLC

  • $1.02 Billion
  • Q4 2025

A detailed history of Heartwood Wealth Advisors LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 14,247 shares of SCHK stock, worth $460,178. This represents 0.05% of its overall portfolio holdings.

Number of Shares
14,247
Previous 14,247 -0.0%
Holding current value
$460,178
Previous $457,000 0.66%
% of portfolio
0.05%
Previous 0.04%

Shares

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

Oct 06, 2025
BUY
$29.8 - $32.29 $68,718 - $74,460
2,306 Added 19.31%
14,247 $457,000
Q2 2025

Jul 08, 2025
BUY
$23.87 - $29.82 $285,031 - $356,080
11,941 New
11,941 $356,000

Others Institutions Holding SCHK

# of Institutions
244
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
Track This Portfolio

Track Heartwood Wealth Advisors LLC Portfolio

Follow Heartwood Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Heartwood Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Heartwood Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email