Capital Performance Advisors LLP Schwab Strategic Tr 1000 Index Transaction History

Capital Performance Advisors LLP

$504 Million
Q2 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 01, 2024	BUY	$49.82 - $55.29 $10,960 - $12,163	220 New	220 $12,000

Others Institutions Holding SCHK

# of Institutions

234

Shares Held

73M

Call Options Held

91.7K

Put Options Held

20.8K

Financial Engines Advisors L.L.C. Santa Clara, CA

46.6M
Shares

$1.43 Billion
2.78% of portfolio
Legacy Wealth Management, Inc

6.65M
Shares

$204 Million
12.34% of portfolio
Warwick Investment Management, Inc.

4.09M
Shares

$126 Million
23.81% of portfolio
Creative Planning Overland Park, KS

3.09M
Shares

$95 Million
0.08% of portfolio
Armstrong Advisory Group, Inc Needham, MA

2.44M
Shares

$74.9 Million
5.96% of portfolio

About SCHWAB STRATEGIC TR 1000 INDEX

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