Opulen Financial Group LLC Schwab Strategic Tr 1000 Index Transaction History
Opulen Financial Group LLC
- $132 Billion
- Q3 2025
A detailed history of Opulen Financial Group LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Opulen Financial Group LLC holds 30,386 shares of SCHK stock, worth $981,467. This represents 0.74% of its overall portfolio holdings.
Number of Shares
30,386
Previous 30,302
0.28%
Holding current value
$981,467
Previous $904 Million
8.01%
% of portfolio
0.74%
Previous 0.74%
Shares
3 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