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 5,009 shares of SCHK stock, worth $266,929. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,009
Holding current value
$266,929
% of portfolio
0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024

BUY
$45.19 - $50.67 $226,356 - $253,806
5,009 New
5,009 $253,000
Q4 2022

Feb 14, 2023

BUY
$35.86 - $39.43 $71 - $78
2 Added 0.48%
422 $15,000
Q3 2022

Nov 14, 2022

BUY
N/A
2 Added 0.48%
420 $15,000
Q2 2022

Aug 12, 2022

BUY
N/A
2 Added 0.48%
418 $15,000
Q1 2022

May 04, 2022

BUY
N/A
416 New
416 $18,000

Others Institutions Holding SCHK

About SCHWAB STRATEGIC TR 1000 INDEX


  • Ticker SCHK
  • Sector ETFs
  • Industry ETFs
More about SCHK
Track This Portfolio

Track Clearstead Advisors, LLC Portfolio

Follow Clearstead Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Clearstead Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clearstead Advisors, LLC with notifications on news.