Sherrill & Hutchins Financial Advisory, Inc Schwab Strategic Tr 1000 Index Transaction History
Sherrill & Hutchins Financial Advisory, Inc
- $129 Billion
- Q2 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 36,684 shares of SCHK stock, worth $1.13 Million. This represents 0.85% of its overall portfolio holdings.
Number of Shares
36,684
Previous 36,684
-0.0%
Holding current value
$1.13 Million
Previous $988 Million
10.77%
% of portfolio
0.85%
Previous 0.84%
Shares
2 transactions
Others Institutions Holding SCHK
# of Institutions
229Shares Held
72.3MCall Options Held
3.2KPut Options Held
8K-
Financial Engines Advisors L.L.C. Santa Clara, CA47MShares$1.44 Billion2.72% of portfolio
-
Legacy Wealth Management, Inc6.65MShares$204 Million12.34% of portfolio
-
Warwick Investment Management, Inc.4.09MShares$126 Million23.81% of portfolio
-
Creative Planning Overland Park, KS3.09MShares$95 Million0.08% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA2.44MShares$74.9 Million5.96% of portfolio