Clear Point Advisors Inc. Schwab Strategic Tr Us Large C Transaction History
Clear Point Advisors Inc.
- $129 Billion
- Q3 2024
A detailed history of Clear Point Advisors Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Clear Point Advisors Inc. holds 103,623 shares of SCHG stock, worth $3 Million. This represents 8.35% of its overall portfolio holdings.
Number of Shares
103,623
Previous 103,668
0.04%
Holding current value
$3 Million
Previous $10.5 Billion
3.27%
% of portfolio
8.35%
Previous 8.59%
Shares
4 transactions
Others Institutions Holding SCHG
# of Institutions
1,313Shares Held
181MCall Options Held
140KPut Options Held
91.5K-
Financial Engines Advisors L.L.C. Santa Clara, CA11.3MShares$326 Million2.41% of portfolio
-
Envestnet Asset Management Inc10.9MShares$317 Million0.38% of portfolio
-
Mather Group, Llc. Chicago, IL9.76MShares$283 Million13.14% of portfolio
-
Sei Investments CO Oaks, PA9.56MShares$277 Million1.33% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO4.86MShares$141 Million5.48% of portfolio