Cardiff Park Advisors, LLC Schwab Strategic Tr 1000 Index Transaction History
Cardiff Park Advisors, LLC
- $1.45 Billion
- Q3 2024
A detailed history of Cardiff Park Advisors, LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Cardiff Park Advisors, LLC holds 4,442 shares of SCHK stock, worth $130,061. This represents 0.02% of its overall portfolio holdings.
Number of Shares
4,442
Previous 4,442
-0.0%
Holding current value
$130,061
Previous $232,000
5.6%
% of portfolio
0.02%
Previous 0.02%
Shares
8 transactions
Others Institutions Holding SCHK
# of Institutions
189Shares Held
45.2MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA28.6MShares$837 Million3.25% of portfolio
-
Legacy Wealth Management, Inc6.97MShares$204 Million12.67% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA2.63MShares$77.1 Million5.98% of portfolio
-
Warwick Investment Management, Inc.2.1MShares$61.4 Million27.6% of portfolio
-
Waddell & Associates, LLC963KShares$28.2 Million6.53% of portfolio