Clayton Financial Group LLC Schwab Strategic Tr Us Large 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 Large C stock. As of the latest transaction made, Clayton Financial Group LLC holds 112,820 shares of SCHX stock, worth $2.64 Million. This represents 2.87% of its overall portfolio holdings.

Number of Shares

112,820

Previous 95,544 18.08%

Holding current value

$2.64 Million

Previous $5.93 Billion 29.1%

% of portfolio

2.87%

Previous 2.56%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	BUY	$61.11 - $67.85 $1.06 Million - $1.17 Million	17,276 Added 18.08%	112,820 $7.65 Billion
Q2 2024 Aug 01, 2024	BUY	$58.7 - $64.78 $189,190 - $208,785	3,223 Added 3.49%	95,544 $5.93 Billion
Q1 2024 May 02, 2024	BUY	$55.41 - $62.08 $377,563 - $423,013	6,814 Added 7.97%	92,321 $5.73 Billion
Q4 2023 Feb 14, 2024	BUY	$48.47 - $56.6 $4.14 Million - $4.84 Million	85,507 New	85,507 $4.82 Billion

Others Institutions Holding SCHX

# of Institutions

1,335

Shares Held

461M

Call Options Held

24.7K

Put Options Held

3.6K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHX
Sector ETFs
Industry ETFs

More about SCHX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Clayton Financial Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clayton Financial Group LLC with notifications on news.

Account

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