Clearstead Advisors, LLC Schwab Strategic Tr 1000 Index Transaction History

Clearstead Advisors, LLC

$6.44 Billion
Q4 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 26,673 shares of SCHK stock, worth $787,120. This represents 0.01% of its overall portfolio holdings.

Number of Shares

26,673

Previous 10,983 142.86%

Holding current value

$787,120

Previous $607,000 24.38%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	BUY	$27.45 - $55.56 $430,690 - $871,736	15,690 Added 142.86%	26,673 $755,000
Q3 2024 Nov 13, 2024	BUY	$49.82 - $55.29 $281,682 - $312,609	5,654 Added 106.1%	10,983 $607,000
Q2 2024 Aug 09, 2024	BUY	$47.83 - $52.72 $15,305 - $16,870	320 Added 6.39%	5,329 $278,000
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	$34.56 - $39.43 $69 - $78	2 Added 0.48%	422 $15,000
Q3 2022 Nov 14, 2022	BUY	$34.61 - $41.69 $69 - $83	2 Added 0.48%	420 $15,000
Q2 2022 Aug 12, 2022	BUY	$35.4 - $44.52 $70 - $89	2 Added 0.48%	418 $15,000
Q1 2022 May 04, 2022	BUY	$40.46 - $46.8 $16,831 - $19,468	416 New	416 $18,000

Others Institutions Holding SCHK

# of Institutions

198

Shares Held

69.7M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR 1000 INDEX

Ticker SCHK
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Clearstead Advisors, LLC Schwab Strategic Tr 1000 Index Transaction History