River Wealth Advisors LLC Schwab Strategic Tr 1000 Index Transaction History
River Wealth Advisors LLC
- $821 Million
- Q3 2025
A detailed history of River Wealth Advisors LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, River Wealth Advisors LLC holds 19,515 shares of SCHK stock, worth $630,334. This represents 0.08% of its overall portfolio holdings.
Number of Shares
19,515Holding current value
$630,334% of portfolio
0.08%Shares
1 transactions
Others Institutions Holding SCHK
# of Institutions
238Shares Held
71.5MCall 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
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Warwick Investment Management, Inc.3.5MShares$113 Million19.69% of portfolio
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Creative Planning Overland Park, KS3.13MShares$101 Million0.08% of portfolio
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Armstrong Advisory Group, Inc Needham, MA2.53MShares$81.6 Million5.56% of portfolio