Sherrill & Hutchins Financial Advisory, Inc Schwab Strategic Tr 1000 Index Transaction History
Sherrill & Hutchins Financial Advisory, Inc
- $116 Billion
- Q3 2024
A detailed history of Sherrill & Hutchins Financial Advisory, Inc transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Sherrill & Hutchins Financial Advisory, Inc holds 18,800 shares of SCHK stock, worth $548,208. This represents 0.9% of its overall portfolio holdings.
Number of Shares
18,800
Previous 18,800
-0.0%
Holding current value
$548,208
Previous $984 Million
5.66%
% of portfolio
0.9%
Previous 0.89%
Shares
1 transactions
Others Institutions Holding SCHK
# of Institutions
181Shares Held
39.5MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA28.6MShares$834 Million3.25% of portfolio
-
Legacy Wealth Management, Inc3.59MShares$105 Million12.87% of portfolio
-
Warwick Investment Management, Inc.2.1MShares$61.2 Million27.6% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA1.27MShares$37 Million5.84% of portfolio
-
Waddell & Associates, LLC963KShares$28.1 Million6.53% of portfolio