Cardiff Park Advisors, LLC Schwab Strategic Tr 1000 Index Transaction History
Cardiff Park Advisors, LLC
- $1.27 Billion
- Q3 2025
A detailed history of Cardiff Park Advisors, LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Cardiff Park Advisors, LLC holds 4,442 shares of SCHK stock, worth $143,476. This represents 0.01% of its overall portfolio holdings.
Number of Shares
4,442
Previous 4,442
-0.0%
Holding current value
$143,476
Previous $132,000
7.58%
% of portfolio
0.01%
Previous 0.01%
Shares
8 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