Smi Advisory Services, LLC Schwab Strategic Tr 1000 Index Transaction History

Smi Advisory Services, LLC

  • $368 Million
  • Q4 2024

A detailed history of Smi Advisory Services, LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Smi Advisory Services, LLC holds 20,047 shares of SCHK stock, worth $531,846. This represents 0.15% of its overall portfolio holdings.

Number of Shares
20,047
Previous 10,252 95.54%
Holding current value
$531,846
Previous $566,000 0.18%
% of portfolio
0.15%
Previous 0.15%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025
BUY
$27.45 - $55.56 $268,872 - $544,210
9,795 Added 95.54%
20,047 $567,000
Q3 2024

Oct 07, 2024
SELL
$49.82 - $55.29 $16,590 - $18,411
-333 Reduced 3.15%
10,252 $566,000
Q2 2024

Jul 15, 2024
BUY
$47.83 - $52.72 $6,217 - $6,853
130 Added 1.24%
10,585 $553,000
Q1 2024

Apr 15, 2024
SELL
$45.19 - $50.67 $74,156 - $83,149
-1,641 Reduced 13.57%
10,455 $529,000
Q4 2023

Jan 12, 2024
SELL
$39.52 - $46.21 $750 - $877
-19 Reduced 0.16%
12,096 $557,000
Q3 2023

Nov 14, 2023
BUY
$41.08 - $44.27 $22,224 - $23,950
541 Added 4.67%
12,115 $500,000
Q3 2022

Oct 14, 2022
BUY
$34.61 - $41.69 $400,576 - $482,520
11,574 New
11,574 $401,000

Others Institutions Holding SCHK

# of Institutions
202
Shares Held
69.8M
Call Options Held
3.9K
Put Options Held
6.9K
View Full List

About SCHWAB STRATEGIC TR 1000 INDEX

SCHK Quotes by TradingView
  • Ticker SCHK
  • Sector ETFs
  • Industry ETFs
More about SCHK
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