Clear Point Advisors Inc. Schwab Strategic Tr Us Large C Transaction History
Clear Point Advisors Inc.
- $122 Billion
- Q2 2024
A detailed history of Clear Point Advisors Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Clear Point Advisors Inc. holds 103,668 shares of SCHG stock, worth $2.82 Million. This represents 8.59% of its overall portfolio holdings.
Number of Shares
103,668
Previous 102,226
1.41%
Holding current value
$2.82 Million
Previous $9.48 Billion
10.29%
% of portfolio
8.59%
Previous 7.79%
Shares
3 transactions
Others Institutions Holding SCHG
# of Institutions
1,279Shares Held
173MCall Options Held
87.6KPut Options Held
27.4K-
Envestnet Asset Management Inc10.9MShares$297 Million0.38% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA10.6MShares$288 Million2.39% of portfolio
-
Mather Group, Llc. Chicago, IL9.76MShares$265 Million13.14% of portfolio
-
Sei Investments CO Oaks, PA9.1MShares$247 Million1.33% of portfolio
-
Avantax Planning Partners, Inc.4.49MShares$122 Million14.61% of portfolio