Clear Perspectives Financial Planning, LLC Schwab Strategic Tr Us Large C Transaction History
Clear Perspectives Financial Planning, LLC
- $178 Million
- Q1 2023
A detailed history of Clear Perspectives Financial Planning, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Clear Perspectives Financial Planning, LLC holds 278 shares of SCHX stock, worth $6,505. This represents 0.01% of its overall portfolio holdings.
Number of Shares
278
Previous 278
-0.0%
Holding current value
$6,505
Previous $12,000
8.33%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding SCHX
# of Institutions
1,351Shares Held
348MCall Options Held
34.3KPut Options Held
1.2K-
Creative Planning Overland Park, KS27.9MShares$653 Million1.88% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO25.6MShares$599 Million18.81% of portfolio
-
Us Bancorp \De\20.6MShares$482 Million1.81% of portfolio
-
Mercer Global Advisors Inc Denver, CO13.9MShares$326 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA12.4MShares$289 Million1.12% of portfolio