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 $1.43 Million. This represents 1.0% of its overall portfolio holdings.
Number of Shares
51,995
Previous 41,640
24.87%
Holding current value
$1.43 Million
Previous $2.05 Billion
30.6%
% of portfolio
1.0%
Previous 0.89%
Shares
4 transactions
Others Institutions Holding SCHA
# of Institutions
1,134Shares Held
234MCall Options Held
44.7KPut Options Held
32.4K-
Charles Schwab Investment Management Inc San Francisco, CA87.1MShares$2.39 Billion0.8% of portfolio
-
Bank Of America Corp Charlotte, NC22.1MShares$607 Million0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO12.3MShares$338 Million2.15% of portfolio
-
Personal Capital Advisors Corp10.5MShares$289 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA7.36MShares$202 Million0.51% of portfolio