Clarity Wealth Advisors, LLC Schwab Strategic Tr Us Large C Transaction History
Clarity Wealth Advisors, LLC
- $309 Million
- Q2 2024
A detailed history of Clarity Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Clarity Wealth Advisors, LLC holds 5,420 shares of SCHX stock, worth $366,446. This represents 0.11% of its overall portfolio holdings.
Number of Shares
5,420
Previous 5,451
0.57%
Holding current value
$366,446
Previous $338,000
2.96%
% of portfolio
0.11%
Previous 0.11%
Shares
16 transactions
Others Institutions Holding SCHX
# of Institutions
1,314Shares Held
447MCall Options Held
24.7KPut Options Held
3.6K-
Charles Schwab Investment Management Inc San Francisco, CA149MShares$10.1 Billion1.85% of portfolio
-
Creative Planning Overland Park, KS28.2MShares$1.91 Billion1.94% of portfolio
-
Us Bancorp \De\14.3MShares$968 Million1.26% of portfolio
-
Sei Investments CO Oaks, PA12.5MShares$847 Million1.17% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.6MShares$716 Million25.33% of portfolio