S. R. Schill & Associates
RIA/Wealth
S. R. Schill & Associates is a RIA/Wealth based in Mercer Island, WA led by Leonard Alan Skiena, managing $142.4M across 25 long positions as of Q3 2025 with 95% ETF concentration, 89% concentrated in top 10 holdings, and 16% allocation to IEFA.
CEOLeonard Alan Skiena
- Portfolio Value
- $142.4M
- Positions
- 25
- Top Holding
- IEFA at 15.88%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in S. R. Schill & Associates's portfolio (88.9% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $22.6M | 15.88% | -$373.6K Sold | — 258.9K shares | |
ETF ETF | $22.6M | 15.87% | -$26.8K Sold | — 231.0K shares | |
ETF ETF | $20.6M | 14.45% | +$3.9M Bought | — 350.3K shares | |
ETF ETF | $17.3M | 12.13% | -$729.0K Sold | — 220.5K shares | |
ETF ETF | $14.5M | 10.18% | +$450.1K Bought | — 501.4K shares | |
ETF ETF | $8.6M | 6.07% | +$278.9K Bought | — 294.6K shares | |
ETF ETF | $5.7M | 3.98% | -$52.1K Sold | — 99.8K shares | |
ETF ETF | $5.5M | 3.87% | -$91.1K Sold | — 65.0K shares | |
ETF ETF | $5.0M | 3.53% | -$76.3K Sold | — 114.8K shares | |
ETF ETF | $4.2M | 2.94% | +$25.8K Bought | — 48.0K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in S. R. Schill & Associates's latest filing
GthenC
Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
+23.3% | |
+5.02% | |
+3.34% | |
+3.21% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
-22.64% | |
-21.3% | |
-5.14% |
Analytics
Portfolio insights and performance metrics for S. R. Schill & Associates
GthenA