Clearstead Advisors, LLC Schwab Strategic Tr Us Small C Transaction History
Clearstead Advisors, LLC
- $6.44 Billion
- Q4 2024
A detailed history of Clearstead Advisors, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Clearstead Advisors, LLC holds 75,956 shares of SCHA stock, worth $1.8 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
75,956
Previous 34,501
120.16%
Holding current value
$1.8 Million
Previous $1.78 Million
10.59%
% of portfolio
0.03%
Previous 0.03%
Shares
21 transactions
Others Institutions Holding SCHA
# of Institutions
1,251Shares Held
272MCall Options Held
66.4KPut Options Held
2.7K-
Bank Of America Corp Charlotte, NC46.3MShares$1.1 Billion0.1% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO25.3MShares$601 Million2.22% of portfolio
-
Sei Investments CO Oaks, PA13.8MShares$327 Million0.47% of portfolio
-
Personal Capital Advisors Corp10.5MShares$250 Million2.07% of portfolio
-
Envestnet Asset Management Inc6.31MShares$150 Million0.05% of portfolio