Clearstead Advisors, LLC Schwab Strategic Tr 1000 Index Transaction History
Clearstead Advisors, LLC
- $2.01 Billion
- Q1 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 5,009 shares of SCHK stock, worth $266,929. This represents 0.01% of its overall portfolio holdings.
Number of Shares
5,009Holding current value
$266,929% of portfolio
0.01%Shares
5 transactions
Others Institutions Holding SCHK
# of Institutions
158Shares Held
34.7MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA24.4MShares$1.3 Billion2.79% of portfolio
-
Legacy Wealth Management, Inc3.68MShares$196 Million13.76% of portfolio
-
Warwick Investment Management, Inc.1.88MShares$100 Million22.84% of portfolio
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Armstrong Advisory Group, Inc Needham, MA1.25MShares$66.4 Million5.85% of portfolio
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Waddell & Associates, LLC950KShares$50.6 Million6.56% of portfolio