Srs Capital Advisors, Inc. Schwab Strategic Tr 1000 Index Transaction History
Srs Capital Advisors, Inc.
- $1.95 Billion
- Q2 2025
A detailed history of Srs Capital Advisors, Inc. transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Srs Capital Advisors, Inc. holds 3,969 shares of SCHK stock, worth $121,967. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,969
Previous 4,187
5.21%
Holding current value
$121,967
Previous $112,000
5.36%
% of portfolio
0.01%
Previous 0.01%
Shares
7 transactions
Others Institutions Holding SCHK
# of Institutions
230Shares Held
72.7MCall Options Held
3.2KPut Options Held
8K-
Financial Engines Advisors L.L.C. Santa Clara, CA47MShares$1.44 Billion2.72% of portfolio
-
Legacy Wealth Management, Inc6.65MShares$204 Million12.34% of portfolio
-
Warwick Investment Management, Inc.4.09MShares$126 Million23.81% of portfolio
-
Creative Planning Overland Park, KS3.09MShares$95 Million0.08% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA2.44MShares$74.9 Million5.96% of portfolio