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 03/31/21. The fund's latest filing disclosed 227MM in positions, representing 137% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/14 to 03/31/21. The fund's latest filing disclosed 227MM in positions, representing 137% of the manager's regulatory AUM.
S. R. SCHILL & StockAlpha
| Top 25% |
3yr StockAlpha
Register for more...
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 | 24.89% | Industrials | 25.1% | 5.16% | 0 | 0% | ||
| IEFA | 8.19% | ETF | 6.01% | -0.34% | 0 | 0% | ||
|
Unlock Positions and Returns Details |
||||||||
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
READ RECENT SYMMETRIC REPORTS
Disclaimer
The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here