Cardiff Park Advisors, LLC Schwab Strategic Tr 1000 Index Transaction History
Cardiff Park Advisors, LLC
- $1.13 Billion
- Q2 2025
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 $141,610. This represents 0.01% of its overall portfolio holdings.
Number of Shares
4,442
Previous 4,442
-0.0%
Holding current value
$141,610
Previous $119,000
10.92%
% of portfolio
0.01%
Previous 0.01%
Shares
8 transactions
Others Institutions Holding SCHK
# of Institutions
237Shares Held
72.7MCall Options Held
91.7KPut Options Held
20.8K-
Financial Engines Advisors L.L.C. Santa Clara, CA46.6MShares$1.49 Billion2.78% of portfolio
-
Legacy Wealth Management, Inc6.36MShares$203 Million12.04% of portfolio
-
Warwick Investment Management, Inc.3.5MShares$112 Million19.69% of portfolio
-
Creative Planning Overland Park, KS3.09MShares$98.6 Million0.08% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA2.43MShares$77.5 Million5.96% of portfolio