Welch & Forbes LLC Schwab Strategic Tr 1000 Index Transaction History

Welch & Forbes LLC

$8.21 Billion
Q3 2025

A detailed history of Welch & Forbes LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Welch & Forbes LLC holds 6,502 shares of SCHK stock, worth $210,014. This represents 0.0% of its overall portfolio holdings.

Number of Shares

6,502

Holding current value

$210,014

% of portfolio

0.0%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 03, 2025	BUY	$29.8 - $32.29 $193,759 - $209,949	6,502 New	6,502 $208,000
Q3 2024 Nov 04, 2024	BUY	$49.82 - $55.29 $197,386 - $219,058	3,962 New	3,962 $219,000

Others Institutions Holding SCHK

# of Institutions

239

Shares Held

71.4M

Call Options Held

Put Options Held

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

2.43M
Shares

$78.5 Million
5.96% of portfolio

View Full List

About SCHWAB STRATEGIC TR 1000 INDEX

Ticker SCHK
Sector ETFs
Industry ETFs

More about SCHK

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Welch & Forbes LLC, based on Form 13F filings with the SEC.

News

Stay updated on Welch & Forbes LLC with notifications on news.

Account