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 112,820 shares of SCHX stock, worth $2.59 Million. This represents 2.87% of its overall portfolio holdings.
Number of Shares
112,820
Previous 95,544
18.08%
Holding current value
$2.59 Million
Previous $5.93 Billion
29.1%
% of portfolio
2.87%
Previous 2.56%
Shares
4 transactions
Others Institutions Holding SCHX
# of Institutions
1,330Shares Held
459MCall Options Held
24.7KPut Options Held
3.6K-
Charles Schwab Investment Management Inc San Francisco, CA149MShares$3.42 Billion1.85% of portfolio
-
Creative Planning Overland Park, KS27.9MShares$641 Million1.88% of portfolio
-
Us Bancorp \De\20.6MShares$473 Million1.81% of portfolio
-
Sei Investments CO Oaks, PA12.5MShares$288 Million1.17% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.6MShares$243 Million25.33% of portfolio