Sherrill & Hutchins Financial Advisory, Inc Schwab Strategic Tr 1000 Index Transaction History
Sherrill & Hutchins Financial Advisory, Inc
- $117 Billion
- Q1 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 $982,030. This represents 0.84% of its overall portfolio holdings.
Number of Shares
36,684
Previous 36,684
-0.0%
Holding current value
$982,030
Previous $1.04 Billion
4.91%
% of portfolio
0.84%
Previous 0.92%
Shares
2 transactions
Others Institutions Holding SCHK
# of Institutions
204Shares Held
70.4MCall Options Held
3.9KPut Options Held
6.9K-
Financial Engines Advisors L.L.C. Santa Clara, CA47.7MShares$1.28 Billion2.85% of portfolio
-
Legacy Wealth Management, Inc6.97MShares$187 Million12.67% of portfolio
-
Warwick Investment Management, Inc.4.39MShares$117 Million25.69% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA2.63MShares$70.5 Million5.8% of portfolio
-
Waddell & Associates, LLC1.94MShares$51.9 Million5.64% of portfolio