My Purposeful Wealth Corp. Schwab Strategic Tr 1000 Index Transaction History
My Purposeful Wealth Corp.
- $335 Billion
- Q3 2025
A detailed history of My Purposeful Wealth Corp. transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, My Purposeful Wealth Corp. holds 12,720 shares of SCHK stock, worth $410,855. This represents 0.12% of its overall portfolio holdings.
Number of Shares
12,720
Previous 12,231
4.0%
Holding current value
$410,855
Previous $373 Million
9.45%
% of portfolio
0.12%
Previous 0.13%
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