Holistic Planning, LLC Schwab Strategic Tr 1000 Index Transaction History
Holistic Planning, LLC
- $381 Billion
- Q3 2025
A detailed history of Holistic Planning, LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Holistic Planning, LLC holds 6,542 shares of SCHK stock, worth $211,306. This represents 0.06% of its overall portfolio holdings.
Number of Shares
6,542Holding current value
$211,306% of portfolio
0.06%Shares
1 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