Capital Performance Advisors LLP Schwab Strategic Tr 1000 Index Transaction History
Capital Performance Advisors LLP
- $325 Million
- Q3 2024
A detailed history of Capital Performance Advisors LLP transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Capital Performance Advisors LLP holds 220 shares of SCHK stock, worth $6,155. This represents 0.0% of its overall portfolio holdings.
Number of Shares
220Holding current value
$6,155% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding SCHK
# of Institutions
176Shares Held
34.9MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA24.2MShares$676 Million2.82% of portfolio
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Legacy Wealth Management, Inc3.59MShares$101 Million12.87% of portfolio
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Warwick Investment Management, Inc.1.88MShares$52.5 Million23.08% of portfolio
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Armstrong Advisory Group, Inc Needham, MA1.27MShares$35.5 Million5.84% of portfolio
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Waddell & Associates, LLC950KShares$26.6 Million6.58% of portfolio