Clayton Financial Group LLC Schwab Strategic Tr Us Large C Transaction History
Clayton Financial Group LLC
- $220 Billion
- Q1 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 92,321 shares of SCHX stock, worth $6.05 Million. This represents 2.61% of its overall portfolio holdings.
Number of Shares
92,321
Previous 85,507
7.97%
Holding current value
$6.05 Million
Previous $4.82 Billion
18.8%
% of portfolio
2.61%
Previous 3.0%
Shares
2 transactions
Others Institutions Holding SCHX
# of Institutions
1,264Shares Held
427MCall Options Held
40.4KPut Options Held
1.4K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA97.7MShares$6.4 Billion8.33% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA50.4MShares$3.31 Billion0.73% of portfolio
-
Creative Planning Overland Park, KS28.3MShares$1.86 Billion1.95% of portfolio
-
Sei Investments CO Oaks, PA12.7MShares$833 Million1.18% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.5MShares$690 Million24.51% of portfolio