Clear Rock Advisors, LLC Schwab Strategic Tr Us Large C Transaction History
Clear Rock Advisors, LLC
- $230 Billion
- Q1 2024
A detailed history of Clear Rock Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Clear Rock Advisors, LLC holds 125,783 shares of SCHX stock, worth $8.24 Million. This represents 3.39% of its overall portfolio holdings.
Number of Shares
125,783
Previous 128,299
1.96%
Holding current value
$8.24 Million
Previous $7.63 Billion
2.31%
% of portfolio
3.39%
Previous 3.45%
Shares
2 transactions
Others Institutions Holding SCHX
# of Institutions
1,259Shares Held
426MCall Options Held
40.4KPut Options Held
1.4K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA97.7MShares$6.39 Billion8.33% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA50.4MShares$3.3 Billion0.73% of portfolio
-
Creative Planning Overland Park, KS28.3MShares$1.86 Billion1.95% of portfolio
-
Sei Investments CO Oaks, PA12.7MShares$832 Million1.18% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.5MShares$689 Million24.51% of portfolio