Capital Advisors, Ltd. LLC Schwab Strategic Tr 1000 Index Transaction History
Capital Advisors, Ltd. LLC
- $793 Million
- Q4 2024
A detailed history of Capital Advisors, Ltd. LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Capital Advisors, Ltd. LLC holds 1,600 shares of SCHK stock, worth $46,576. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,600
Previous 800
100.0%
Holding current value
$46,576
Previous $44,000
2.27%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding SCHK
# of Institutions
188Shares Held
48MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA28.6MShares$833 Million3.25% of portfolio
-
Legacy Wealth Management, Inc6.97MShares$203 Million12.67% of portfolio
-
Warwick Investment Management, Inc.4.39MShares$128 Million25.69% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA2.63MShares$76.7 Million5.98% of portfolio
-
Waddell & Associates, LLC963KShares$28 Million6.53% of portfolio