Clearstead Advisors, LLC Schwab Strategic Tr 1000 Index Transaction History
Clearstead Advisors, LLC
- $6.31 Billion
- Q3 2024
A detailed history of Clearstead Advisors, LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Clearstead Advisors, LLC holds 10,983 shares of SCHK stock, worth $313,674. This represents 0.01% of its overall portfolio holdings.
Number of Shares
10,983
Previous 5,329
106.1%
Holding current value
$313,674
Previous $278,000
118.35%
% of portfolio
0.01%
Previous 0.0%
Shares
7 transactions
Others Institutions Holding SCHK
# of Institutions
181Shares Held
39.5MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA28.6MShares$817 Million3.25% of portfolio
-
Legacy Wealth Management, Inc3.59MShares$103 Million12.87% of portfolio
-
Warwick Investment Management, Inc.2.1MShares$59.9 Million27.6% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA1.27MShares$36.3 Million5.84% of portfolio
-
Waddell & Associates, LLC963KShares$27.5 Million6.53% of portfolio