Clearstead Trust, LLC Schwab Strategic Tr Us Large C Transaction History
Clearstead Trust, LLC
- $414 Million
- Q4 2024
A detailed history of Clearstead Trust, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Clearstead Trust, LLC holds 12,678 shares of SCHX stock, worth $301,102. This represents 0.07% of its overall portfolio holdings.
Number of Shares
12,678
Previous 4,226
200.0%
Holding current value
$301,102
Previous $286,000
2.45%
% of portfolio
0.07%
Previous 0.08%
Shares
2 transactions
Others Institutions Holding SCHX
# of Institutions
1,465Shares Held
1.07BCall Options Held
71.4KPut Options Held
4.2K-
Us Bancorp \De\206MShares$4.9 Billion6.33% of portfolio
-
Creative Planning Overland Park, KS82.5MShares$1.96 Billion1.86% of portfolio
-
Sei Investments CO Oaks, PA35.2MShares$835 Million1.08% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA32.1MShares$763 Million29.48% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO26.2MShares$623 Million8.63% of portfolio