Capital Advisors, Ltd. LLC Schwab Strategic Tr 1000 Index Transaction History
Capital Advisors, Ltd. LLC
- $793 Million
- Q4 2024
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 $47,216. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,600
Previous 800
100.0%
Holding current value
$47,216
Previous $44,000
2.27%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding SCHK
# of Institutions
198Shares Held
69.7MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA47.7MShares$1.41 Billion2.85% of portfolio
-
Legacy Wealth Management, Inc6.97MShares$206 Million12.67% of portfolio
-
Warwick Investment Management, Inc.4.39MShares$129 Million25.69% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA2.63MShares$77.7 Million5.98% of portfolio
-
Waddell & Associates, LLC1.94MShares$57.2 Million5.64% of portfolio