Claro Advisors LLC Schwab Strategic Tr Us Small C Transaction History
Claro Advisors LLC
- $569 Million
- Q2 2025
A detailed history of Claro Advisors LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Claro Advisors LLC holds 42,119 shares of SCHA stock, worth $1.19 Million. This represents 0.19% of its overall portfolio holdings.
Number of Shares
42,119
Previous 41,874
0.59%
Holding current value
$1.19 Million
Previous $981,000
8.56%
% of portfolio
0.19%
Previous 0.15%
Shares
13 transactions
Others Institutions Holding SCHA
# of Institutions
1,276Shares Held
257MCall Options Held
61.6KPut Options Held
2.1K-
Empower Advisory Group, LLC Greenwood Village, CO33.4MShares$945 Million2.55% of portfolio
-
Bank Of America Corp Charlotte, NC19MShares$537 Million0.04% of portfolio
-
Sei Investments CO Oaks, PA15.5MShares$438 Million0.47% of portfolio
-
Personal Capital Advisors Corp10.5MShares$297 Million2.07% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA5.48MShares$155 Million0.28% of portfolio