Clear Rock Advisors, LLC Schwab Strategic Tr Us Large C Transaction History
Clear Rock Advisors, LLC
- $234 Billion
- Q2 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 119,257 shares of SCHX stock, worth $2.79 Million. This represents 3.27% of its overall portfolio holdings.
Number of Shares
119,257
Previous 125,783
5.19%
Holding current value
$2.79 Million
Previous $7.81 Billion
1.84%
% of portfolio
3.27%
Previous 3.39%
Shares
3 transactions
Others Institutions Holding SCHX
# of Institutions
1,335Shares Held
461MCall Options Held
24.7KPut Options Held
3.6K-
Charles Schwab Investment Management Inc San Francisco, CA149MShares$3.49 Billion1.85% of portfolio
-
Creative Planning Overland Park, KS27.9MShares$653 Million1.88% of portfolio
-
Us Bancorp \De\20.6MShares$482 Million1.81% of portfolio
-
Sei Investments CO Oaks, PA12.5MShares$293 Million1.17% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.6MShares$248 Million25.33% of portfolio