Clayton Financial Group LLC Schwab Strategic Tr Us Large C Transaction History

Clayton Financial Group LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 18, 2025	SELL	$25.77 - $27.6 $34,480 - $36,928	-1,338 Reduced 3.53%	36,537 $971 Million
Q4 2024 Jan 27, 2025	BUY	$25.79 - $80.4 $660,017 - $2.06 Million	25,592 Added 208.35%	37,875 $987 Million
Q3 2024 Oct 15, 2024	BUY	$73.43 - $80.37 $150,825 - $165,079	2,054 Added 20.08%	12,283 $987 Million
Q2 2024 Aug 01, 2024	BUY	$71.74 - $75.86 $13,917 - $14,716	194 Added 1.93%	10,229 $777 Million
Q1 2024 May 02, 2024	BUY	$68.82 - $75.98 $690,608 - $762,459	10,035 New	10,035 $762 Million

962

342M

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