Smi Advisory Services, LLC Schwab Strategic Tr 1000 Index Transaction History
Smi Advisory Services, LLC
- $221 Million
- Q3 2025
A detailed history of Smi Advisory Services, LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Smi Advisory Services, LLC holds 19,585 shares of SCHK stock, worth $632,595. This represents 0.29% of its overall portfolio holdings.
Number of Shares
19,585
Previous 19,633
0.24%
Holding current value
$632,595
Previous $585,000
7.52%
% of portfolio
0.29%
Previous 0.29%
Shares
10 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