Clayton Financial Group LLC Schwab Strategic Tr Us Large C Transaction History
Clayton Financial Group LLC
- $278 Billion
- Q4 2024
A detailed history of Clayton Financial Group LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Clayton Financial Group LLC holds 37,875 shares of SCHV stock, worth $1.05 Million. This represents 0.36% of its overall portfolio holdings.
Number of Shares
37,875
Previous 12,283
208.35%
Holding current value
$1.05 Million
Previous $987 Million
0.02%
% of portfolio
0.36%
Previous 0.37%
Shares
4 transactions
Others Institutions Holding SCHV
# of Institutions
880Shares Held
321MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA55.4MShares$1.53 Billion3.05% of portfolio
-
Sei Investments CO Oaks, PA38.9MShares$1.07 Billion1.35% of portfolio
-
Mather Group, Llc. Chicago, IL32MShares$882 Million10.86% of portfolio
-
Envestnet Asset Management Inc15.9MShares$440 Million0.14% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ10.1MShares$279 Million0.66% of portfolio