Plum Street Advisors, LLC Schwab Strategic Tr 1000 Index Transaction History

Plum Street Advisors, LLC

$259 Billion
Q3 2025

A detailed history of Plum Street Advisors, LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Plum Street Advisors, LLC holds 682,089 shares of SCHK stock, worth $22 Million. This represents 8.46% of its overall portfolio holdings.

Number of Shares

682,089

Previous 710,335 3.98%

Holding current value

$22 Million

Previous $21.2 Billion 3.43%

% of portfolio

8.46%

Previous 9.35%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	SELL	$29.8 - $32.29 $841,730 - $912,063	-28,246 Reduced 3.98%	682,089 $21.9 Billion
Q2 2025 Aug 11, 2025	SELL	$23.87 - $29.82 $842,658 - $1.05 Million	-35,302 Reduced 4.73%	710,335 $21.2 Billion
Q1 2025 May 29, 2025	BUY	$26.53 - $29.63 $411,639 - $459,739	15,516 Added 2.13%	745,637 $20.1 Billion
Q4 2024 May 29, 2025	BUY	$27.45 - $55.56 $9.68 Million - $19.6 Million	352,793 Added 93.5%	730,121 $20.7 Billion
Q3 2024 May 29, 2025	BUY	$49.82 - $55.29 $21,821 - $24,217	438 Added 0.12%	377,328 $20.9 Billion

Q2 2024 May 29, 2025	SELL	$47.83 - $52.72 $20,949 - $23,091	-438 Reduced 0.12%	376,890 $19.7 Billion
Q1 2024 May 29, 2025	SELL	$45.19 - $50.67 $407,749 - $457,195	-9,023 Reduced 2.34%	377,328 $20.9 Billion
Q4 2023 May 29, 2025	BUY	$39.52 - $46.21 $15.3 Million - $17.9 Million	386,351 New	386,351 $17.8 Billion

Others Institutions Holding SCHK

# of Institutions

239

Shares Held

71.4M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR 1000 INDEX

Ticker SCHK
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Plum Street Advisors, LLC Schwab Strategic Tr 1000 Index Transaction History