Capital Advisors, Ltd. LLC Schwab Strategic Tr 1000 Index Transaction History
Capital Advisors, Ltd. LLC
- $767 Million
- Q1 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 800 shares of SCHK stock, worth $42,688. This represents 0.01% of its overall portfolio holdings.
Number of Shares
800
Previous 800
-0.0%
Holding current value
$42,688
Previous $37,000
10.81%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding SCHK
# of Institutions
158Shares Held
34.7MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA24.4MShares$1.3 Billion2.79% of portfolio
-
Legacy Wealth Management, Inc3.68MShares$197 Million13.76% of portfolio
-
Warwick Investment Management, Inc.1.88MShares$100 Million22.84% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA1.25MShares$66.5 Million5.85% of portfolio
-
Waddell & Associates, LLC950KShares$50.7 Million6.56% of portfolio