Capital Advisors, Ltd. LLC Schwab Strategic Tr 1000 Index Transaction History
Capital Advisors, Ltd. LLC
- $806 Million
- Q3 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 800 shares of SCHK stock, worth $22,464. This represents 0.01% of its overall portfolio holdings.
Number of Shares
800
Previous 800
-0.0%
Holding current value
$22,464
Previous $42,000
4.76%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding SCHK
# of Institutions
180Shares Held
39.4MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA28.6MShares$803 Million3.25% of portfolio
-
Legacy Wealth Management, Inc3.59MShares$101 Million12.87% of portfolio
-
Warwick Investment Management, Inc.2.1MShares$58.9 Million27.6% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA1.27MShares$35.7 Million5.84% of portfolio
-
Waddell & Associates, LLC963KShares$27 Million6.53% of portfolio