Clearstead Advisors, LLC Schwab Strategic Tr Us Large C Transaction History
Clearstead Advisors, LLC
- $2.01 Billion
- Q1 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 16,489 shares of SCHX stock, worth $1.07 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
16,489
Previous 20,173
18.26%
Holding current value
$1.07 Million
Previous $1.14 Million
10.03%
% of portfolio
0.05%
Previous 0.06%
Shares
22 transactions
Others Institutions Holding SCHX
# of Institutions
1,258Shares Held
426MCall Options Held
40.4KPut Options Held
1.4K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA97.7MShares$6.33 Billion8.33% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA50.4MShares$3.27 Billion0.73% of portfolio
-
Creative Planning Overland Park, KS28.3MShares$1.84 Billion1.95% of portfolio
-
Sei Investments CO Oaks, PA12.7MShares$824 Million1.18% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.5MShares$683 Million24.51% of portfolio