Capital Advisors, Ltd. LLC Schwab Strategic Tr 1000 Index Transaction History
Capital Advisors, Ltd. LLC
- $885 Million
- Q3 2025
A detailed history of Capital Advisors, Ltd. LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Capital Advisors, Ltd. LLC holds 1,600 shares of SCHK stock, worth $51,679. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,600
Previous 1,600
-0.0%
Holding current value
$51,679
Previous $48,000
6.25%
% of portfolio
0.01%
Previous 0.01%
Shares
2 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