Clune & Associates, Ltd. Schwab Strategic Tr Us Small C Transaction History
Clune & Associates, Ltd.
- $326 Billion
- Q1 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 10,068 shares of SCHA stock, worth $243,242. This represents 0.07% of its overall portfolio holdings.
Number of Shares
10,068
Previous 9,870
2.01%
Holding current value
$243,242
Previous $255 Million
7.58%
% of portfolio
0.07%
Previous 0.08%
Shares
2 transactions
Others Institutions Holding SCHA
# of Institutions
1,257Shares Held
245MCall Options Held
58.5KPut Options Held
4.8K-
Empower Advisory Group, LLC Greenwood Village, CO26.4MShares$638 Million2.03% of portfolio
-
Bank Of America Corp Charlotte, NC18.1MShares$436 Million0.03% of portfolio
-
Sei Investments CO Oaks, PA14.3MShares$346 Million0.45% of portfolio
-
Personal Capital Advisors Corp10.5MShares$254 Million2.07% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA5.1MShares$123 Million0.26% of portfolio