Sherrill & Hutchins Financial Advisory, Inc Schwab Strategic Tr 1000 Index Transaction History
Sherrill & Hutchins Financial Advisory, Inc
- $117 Billion
- Q1 2025
A detailed history of Sherrill & Hutchins Financial Advisory, Inc transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Sherrill & Hutchins Financial Advisory, Inc holds 36,684 shares of SCHK stock, worth $1.06 Million. This represents 0.84% of its overall portfolio holdings.
Number of Shares
36,684
Previous 36,684
-0.0%
Holding current value
$1.06 Million
Previous $1.04 Billion
4.91%
% of portfolio
0.84%
Previous 0.92%
Shares
2 transactions
Others Institutions Holding SCHK
# of Institutions
216Shares Held
70.6MCall Options Held
3.2KPut Options Held
8.21K-
Financial Engines Advisors L.L.C. Santa Clara, CA47MShares$1.35 Billion2.72% of portfolio
-
Legacy Wealth Management, Inc6.89MShares$198 Million12.37% of portfolio
-
Warwick Investment Management, Inc.4.08MShares$117 Million22.95% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA2.63MShares$75.8 Million5.8% of portfolio
-
Waddell & Associates, LLC1.99MShares$57.4 Million7.2% of portfolio