Trifecta Capital Advisors, LLC Schwab Strategic Tr 1000 Index Transaction History
Trifecta Capital Advisors, LLC
- $658 Billion
- Q3 2025
A detailed history of Trifecta Capital Advisors, LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Trifecta Capital Advisors, LLC holds 80 shares of SCHK stock, worth $2,584. This represents 0.0% of its overall portfolio holdings.
Number of Shares
80
Previous 80
-0.0%
Holding current value
$2,584
Previous $2.39 Million
7.71%
% of portfolio
0.0%
Previous 0.0%
Shares
2 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