Clayton Financial Group LLC Schwab Strategic U.S. Mid Cap Transaction History
Clayton Financial Group LLC
- $267 Billion
- Q3 2024
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 28,604 shares of SCHM stock, worth $854,973. This represents 0.89% of its overall portfolio holdings.
Number of Shares
28,604
Previous 25,331
12.92%
Holding current value
$854,973
Previous $2.06 Billion
15.22%
% of portfolio
0.89%
Previous 0.89%
Shares
4 transactions
Others Institutions Holding SCHM
# of Institutions
948Shares Held
108MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$775 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$294 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$215 Million6.46% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.26MShares$97.4 Million0.4% of portfolio
-
Northwestern Mutual Wealth Management CO2.37MShares$70.9 Million0.18% of portfolio