Clayton Financial Group LLC Schwab Strategic Tr Us Large C Transaction History
Clayton Financial Group LLC
- $267 Billion
- Q3 2024
A detailed history of Clayton Financial Group LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Clayton Financial Group LLC holds 28,885 shares of SCHG stock, worth $834,776. This represents 1.13% of its overall portfolio holdings.
Number of Shares
28,885
Previous 26,210
10.21%
Holding current value
$834,776
Previous $2.43 Billion
23.83%
% of portfolio
1.13%
Previous 1.05%
Shares
4 transactions
Others Institutions Holding SCHG
# of Institutions
1,314Shares Held
181MCall Options Held
140KPut Options Held
91.5K-
Financial Engines Advisors L.L.C. Santa Clara, CA11.3MShares$325 Million2.41% of portfolio
-
Envestnet Asset Management Inc10.9MShares$316 Million0.38% of portfolio
-
Mather Group, Llc. Chicago, IL9.76MShares$282 Million13.14% of portfolio
-
Sei Investments CO Oaks, PA9.56MShares$276 Million1.33% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO4.86MShares$140 Million5.48% of portfolio