Orser Capital Management, LLC Schwab Strategic Tr 1000 Index Transaction History
Orser Capital Management, LLC
- $176 Million
- Q3 2025
A detailed history of Orser Capital Management, LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Orser Capital Management, LLC holds 83,297 shares of SCHK stock, worth $2.69 Million. This represents 1.52% of its overall portfolio holdings.
Number of Shares
83,297Holding current value
$2.69 Million% of portfolio
1.52%Shares
1 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
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Warwick Investment Management, Inc.3.5MShares$113 Million19.69% of portfolio
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Creative Planning Overland Park, KS3.13MShares$101 Million0.08% of portfolio
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Armstrong Advisory Group, Inc Needham, MA2.43MShares$78.5 Million5.96% of portfolio