Venture Visionary Partners LLC Schwab Strategic Tr 1000 Index Transaction History
Venture Visionary Partners LLC
- $2.76 Billion
- Q3 2025
A detailed history of Venture Visionary Partners LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Venture Visionary Partners LLC holds 7,303 shares of SCHK stock, worth $235,886. This represents 0.01% of its overall portfolio holdings.
Number of Shares
7,303
Previous 7,303
-0.0%
Holding current value
$235,886
Previous $217,000
7.83%
% of portfolio
0.01%
Previous 0.01%
Shares
6 transactions
Others Institutions Holding SCHK
# of Institutions
239Shares 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