Clearwater Capital Advisors, LLC Schwab Strategic Tr Us Large C Transaction History
Clearwater Capital Advisors, LLC
- $896 Million
- Q2 2024
A detailed history of Clearwater Capital Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Clearwater Capital Advisors, LLC holds 14,319 shares of SCHG stock, worth $1.47 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
14,319
Previous 15,079
5.04%
Holding current value
$1.47 Million
Previous $1.4 Million
3.22%
% of portfolio
0.16%
Previous 0.16%
Shares
28 transactions
Others Institutions Holding SCHG
# of Institutions
1,255Shares Held
169MCall Options Held
87.2KPut Options Held
25.8K-
Financial Engines Advisors L.L.C. Santa Clara, CA10.6MShares$1.09 Billion2.39% of portfolio
-
Envestnet Asset Management Inc9.98MShares$1.03 Billion0.36% of portfolio
-
Sei Investments CO Oaks, PA9.1MShares$936 Million1.33% of portfolio
-
Mather Group, Llc. Chicago, IL9.08MShares$934 Million11.2% of portfolio
-
Avantax Planning Partners, Inc.4.49MShares$462 Million14.61% of portfolio