Clayton Financial Group LLC Schwab Strategic U.S. Mid Cap Transaction History
Clayton Financial Group LLC
- $273 Billion
- Q1 2025
A detailed history of Clayton Financial Group LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Clayton Financial Group LLC holds 89,336 shares of SCHM stock, worth $2.47 Million. This represents 0.86% of its overall portfolio holdings.
Number of Shares
89,336
Previous 87,415
2.2%
Holding current value
$2.47 Million
Previous $2.42 Billion
3.37%
% of portfolio
0.86%
Previous 0.87%
Shares
6 transactions
Others Institutions Holding SCHM
# of Institutions
1,003Shares Held
284MCall Options Held
45.7KPut Options Held
5.47K-
Financial Engines Advisors L.L.C. Santa Clara, CA58.8MShares$1.62 Billion3.31% of portfolio
-
Creative Planning Overland Park, KS28.9MShares$798 Million0.72% of portfolio
-
High Tower Advisors, LLC Chicago, IL10MShares$277 Million0.37% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO8.87MShares$245 Million3.25% of portfolio
-
Northwestern Mutual Wealth Management CO8.2MShares$226 Million0.18% of portfolio