Clayton Financial Group LLC Schwab Strategic Tr Us Large C Transaction History
Clayton Financial Group LLC
- $278 Billion
- Q4 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 37,875 shares of SCHV stock, worth $1.03 Million. This represents 0.36% of its overall portfolio holdings.
Number of Shares
37,875
Previous 12,283
208.35%
Holding current value
$1.03 Million
Previous $987 Million
0.02%
% of portfolio
0.36%
Previous 0.37%
Shares
4 transactions
Others Institutions Holding SCHV
# of Institutions
846Shares Held
171MCall Options Held
0Put Options Held
0-
Mather Group, Llc. Chicago, IL32MShares$866 Million10.86% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.5MShares$528 Million3.21% of portfolio
-
Sei Investments CO Oaks, PA12.1MShares$329 Million1.3% of portfolio
-
Envestnet Asset Management Inc4.85MShares$131 Million0.13% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.24MShares$115 Million0.81% of portfolio