S. R. SCHILL & Overview
S. R. Schill & Associates is an investment advisor that manages 165.7 MM dollars in regulatory AUM and has 5 employees, of which 3 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/14 to 03/31/20. The fund's latest filing disclosed 149MM in positions, representing 90% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/14 to 03/31/20. The fund's latest filing disclosed 149MM in positions, representing 90% of the manager's regulatory AUM.
S. R. SCHILL & StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
S. R. SCHILL & Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| UPS | 20.7% | Industrials | 9.43% | -0.85% | 0 | 20% | ||
| IEFA | 8.64% | ETF | 16.08% | -0.1% | 0 | 6% | ||
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FEATURED IN
S. R. SCHILL & Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Eva V. Baker | Treasurer | May-1999 |
| Stanley R. Schill | Chairman | July-1987 |
| Leonard A. Skiena | Chief Executive Officer / Chief Compliance Officer | March-2006 |
| Robert E. Toomey | Vice President / Director Of Research / Secretary | July-2011 |
| Stacy N. Schill | Vice President, Client Relations & Marketing | October-2012 |
S. R. SCHILL & Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
S. R. SCHILL & Investment Strategy
S. R. SCHILL & Portfolio Concentration
S. R. SCHILL & Location
2448 - 76TH AVE SE
SUITE 107
MERCER ISLAND, Washington
UNITED STATES, 98040
SUITE 107
MERCER ISLAND, Washington
UNITED STATES, 98040
S. R. SCHILL & Contact Information
Phone Number: 206-275-2700
Fax Number: 206-275-2710
Website: http://www.srschill.com
Fax Number: 206-275-2710
Website: http://www.srschill.com
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