Sherrill & Hutchins Financial Advisory, Inc Schwab Strategic Tr 1000 Index Transaction History
Sherrill & Hutchins Financial Advisory, Inc
- $138 Billion
- Q3 2025
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 46,033 shares of SCHK stock, worth $1.5 Million. This represents 1.07% of its overall portfolio holdings.
Number of Shares
46,033
Previous 36,684
25.49%
Holding current value
$1.5 Million
Previous $1.09 Billion
35.16%
% of portfolio
1.07%
Previous 0.85%
Shares
3 transactions
Others Institutions Holding SCHK
# of Institutions
236Shares Held
73.1MCall Options Held
91.7KPut Options Held
20.8K-
Financial Engines Advisors L.L.C. Santa Clara, CA46.6MShares$1.51 Billion2.78% of portfolio
-
Legacy Wealth Management, Inc6.65MShares$216 Million12.34% of portfolio
-
Warwick Investment Management, Inc.4.09MShares$133 Million23.81% of portfolio
-
Creative Planning Overland Park, KS3.09MShares$100 Million0.08% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA2.43MShares$78.9 Million5.96% of portfolio