Clune & Associates, Ltd. Schwab Strategic Tr Us Small C Transaction History
Clune & Associates, Ltd.
- $400 Billion
- Q3 2025
A detailed history of Clune & Associates, Ltd. transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Clune & Associates, Ltd. holds 10,307 shares of SCHA stock, worth $288,389. This represents 0.07% of its overall portfolio holdings.
Number of Shares
10,307
Previous 10,165
1.4%
Holding current value
$288,389
Previous $257 Million
11.82%
% of portfolio
0.07%
Previous 0.07%
Shares
4 transactions
Others Institutions Holding SCHA
# of Institutions
1,300Shares Held
258MCall Options Held
61.6KPut Options Held
2.1K-
Empower Advisory Group, LLC Greenwood Village, CO33.4MShares$936 Million2.55% of portfolio
-
Bank Of America Corp Charlotte, NC19MShares$532 Million0.04% of portfolio
-
Sei Investments CO Oaks, PA15.5MShares$433 Million0.47% of portfolio
-
Personal Capital Advisors Corp10.5MShares$294 Million2.07% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA5.48MShares$153 Million0.28% of portfolio