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

Clayton Financial Group LLC

$278 Billion
Q4 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 336,760 shares of SCHX stock, worth $8.07 Million. This represents 2.81% of its overall portfolio holdings.

Number of Shares

336,760

Previous 112,820 198.49%

Holding current value

$8.07 Million

Previous $7.65 Billion 1.98%

% of portfolio

2.81%

Previous 2.87%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$22.4 - $68.28 $5.02 Million - $15.3 Million	223,940 Added 198.49%	336,760 $7.81 Billion
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

1,393

Shares Held

722M

Call Options Held

34.3K

Put Options Held

1.2K

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About SCHWAB STRATEGIC TR US LARGE-C

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