Vestia Personal Wealth Advisors Schwab Strategic Tr 1000 Index Transaction History

Vestia Personal Wealth Advisors

  • $197 Billion
  • Q4 2025

A detailed history of Vestia Personal Wealth Advisors transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Vestia Personal Wealth Advisors holds 7,860 shares of SCHK stock, worth $253,877. This represents 0.13% of its overall portfolio holdings.

Number of Shares
7,860
Previous 7,860 -0.0%
Holding current value
$253,877
Previous $252 Million 2.96%
% of portfolio
0.13%
Previous 0.15%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 15, 2025
SELL
$29.8 - $32.29 $5,423 - $5,876
-182 Reduced 2.26%
7,860 $252 Million
Q2 2025

Jul 16, 2025
SELL
$23.87 - $29.82 $1,742 - $2,176
-73 Reduced 0.9%
8,042 $240 Million
Q1 2025

Apr 30, 2025
SELL
$26.53 - $29.63 $2,918 - $3,259
-110 Reduced 1.34%
8,115 $218 Million
Q4 2024

Jan 27, 2025
BUY
$27.45 - $55.56 $111,556 - $225,795
4,064 Added 97.67%
8,225 $233 Million
Q3 2024

Nov 04, 2024
SELL
$49.82 - $55.29 $1,843 - $2,045
-37 Reduced 0.88%
4,161 $230 Million
Q2 2024

Aug 09, 2024
BUY
$47.83 - $52.72 $200,790 - $221,318
4,198 New
4,198 $220 Million

Others Institutions Holding SCHK

# of Institutions
243
Shares Held
71.4M
Call Options Held
0
Put Options Held
0
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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