Sterling Investment Advisors, Ltd. Schwab Strategic Tr 1000 Index Call Options Transaction History

Sterling Investment Advisors, Ltd.

$370 Million
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding SCHK

# of Institutions

181

Shares Held

39.5M

Call Options Held

0

Put Options Held

0

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

28.6M
Shares

$831 Million
3.25% of portfolio
Legacy Wealth Management, Inc

3.59M
Shares

$104 Million
12.87% of portfolio
Warwick Investment Management, Inc.

2.1M
Shares

$60.9 Million
27.6% of portfolio
Armstrong Advisory Group, Inc Needham, MA

1.27M
Shares

$36.9 Million
5.84% of portfolio
Waddell & Associates, LLC

963K
Shares

$28 Million
6.53% of portfolio

About SCHWAB STRATEGIC TR 1000 INDEX

Ticker SCHK
Sector ETFs
Industry ETFs

More about SCHK

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sterling Investment Advisors, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Sterling Investment Advisors, Ltd. with notifications on news.