Sanctuary Advisors, LLC Schwab Strategic Tr 1000 Index Transaction History

Sanctuary Advisors, LLC

$15.5 Trillion
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Jan 13, 2026	BUY	$29.8 - $32.29 $898,440 - $973,511	30,149 New	30,149 $968 Million
Q2 2025 Jan 06, 2026	BUY	$23.87 - $29.82 $719,394 - $898,715	30,138 New	30,138 $899 Million

Others Institutions Holding SCHK

# of Institutions

239

Shares Held

71.5M

Call Options Held

0

Put Options Held

0

Financial Engines Advisors L.L.C. Santa Clara, CA

44.6M
Shares

$1.44 Billion
2.75% of portfolio
Legacy Wealth Management, Inc

6.36M
Shares

$205 Million
12.04% of portfolio
Warwick Investment Management, Inc.

3.5M
Shares

$113 Million
19.69% of portfolio
Creative Planning Overland Park, KS

3.13M
Shares

$101 Million
0.08% of portfolio
Armstrong Advisory Group, Inc Needham, MA

2.53M
Shares

$81.6 Million
5.56% of portfolio

About SCHWAB STRATEGIC TR 1000 INDEX

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