Clearstead Advisors, LLC Schwab Strategic Tr Us Large C Transaction History
Clearstead Advisors, LLC
- $6.44 Billion
- Q4 2024
A detailed history of Clearstead Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Clearstead Advisors, LLC holds 225,323 shares of SCHG stock, worth $5.76 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
225,323
Previous 65,275
245.19%
Holding current value
$5.76 Million
Previous $6.8 Million
7.66%
% of portfolio
0.1%
Previous 0.11%
Shares
18 transactions
Others Institutions Holding SCHG
# of Institutions
1,476Shares Held
2.27BCall Options Held
296KPut Options Held
153K-
Koshinski Asset Management, Inc.1.56BShares$40 Billion97.59% of portfolio
-
Envestnet Asset Management Inc42.5MShares$1.09 Billion0.39% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA39.8MShares$1.02 Billion2.34% of portfolio
-
Mather Group, Llc. Chicago, IL39.2MShares$1 Billion14.24% of portfolio
-
Sei Investments CO Oaks, PA38.2MShares$975 Million1.41% of portfolio