Clayton Financial Group LLC Schwab Strategic Tr Us Small C Transaction History
Clayton Financial Group LLC
- $267 Billion
- Q3 2024
A detailed history of Clayton Financial Group LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Clayton Financial Group LLC holds 51,995 shares of SCHA stock, worth $1.46 Million. This represents 1.0% of its overall portfolio holdings.
Number of Shares
51,995
Previous 41,640
24.87%
Holding current value
$1.46 Million
Previous $2.05 Billion
30.6%
% of portfolio
1.0%
Previous 0.89%
Shares
4 transactions
Others Institutions Holding SCHA
# of Institutions
1,146Shares Held
147MCall Options Held
55.6KPut Options Held
7.8K-
Bank Of America Corp Charlotte, NC22.1MShares$622 Million0.1% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO12.3MShares$346 Million2.15% of portfolio
-
Personal Capital Advisors Corp10.5MShares$296 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA7.32MShares$206 Million0.5% of portfolio
-
Mercer Global Advisors Inc Denver, CO2.99MShares$84.1 Million0.34% of portfolio