Blake Schutter Theil Wealth Advisors, LLC SCHK Holdings History
Blake Schutter Theil Wealth Advisors, LLC's Schwab 1000 Index ETF Holding Summary
As of 2025-03-31, Blake Schutter Theil Wealth Advisors, LLC held 357,125.00 shares of Schwab 1000 Index ETF(SCHK), totaling $9.61 Mil. This investment constitutes 10.92% of their stock portfolio, and Blake Schutter Theil Wealth Advisors, LLC now holds 0.25% of the outstanding Schwab 1000 Index ETF(SCHK) stock.
The initial trade took place in 2024Q3. In addition, there have been 1 sales at an average price of $28.40 for 264,109.00 shares. Based on historical transaction data and SCHK's current price of $29.95, Blake Schutter Theil Wealth Advisors, LLC's estimated gain on his SCHK holdings is $1.66 Mil, reflecting a 10.03% gain to date.
Blake Schutter Theil Wealth Advisors, LLC SCHK ($29.95) Holding Chart
Blake Schutter Theil Wealth Advisors, LLC SCHK ($29.95) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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