Core Cap Advisors, LLC Schwab Strategic Tr 1000 Index Transaction History

Core Cap Advisors, LLC

$2.12 Billion
Q4 2024

A detailed history of Core Cap Advisors, LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Core Cap Advisors, LLC holds 1,197 shares of SCHK stock, worth $33,671. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,197

Holding current value

$33,671

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$27.45 - $55.56 $32,857 - $66,505	1,197 New	1,197 $33,000

Others Institutions Holding SCHK

# of Institutions

201

Shares Held

69.8M

Call Options Held

3.9K

Put Options Held

6.9K

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

47.7M
Shares

$1.34 Billion
2.85% of portfolio
Legacy Wealth Management, Inc

6.97M
Shares

$196 Million
12.67% of portfolio
Warwick Investment Management, Inc.

4.39M
Shares

$123 Million
25.69% of portfolio
Armstrong Advisory Group, Inc Needham, MA

2.63M
Shares

$74.1 Million
5.98% of portfolio
Waddell & Associates, LLC

1.94M
Shares

$54.5 Million
5.64% of portfolio

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About SCHWAB STRATEGIC TR 1000 INDEX

Ticker SCHK
Sector ETFs
Industry ETFs

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Core Cap Advisors, LLC Schwab Strategic Tr 1000 Index Transaction History