Clear Investment Research, LLC Schwab Strategic Tr Us Small C Transaction History
Clear Investment Research, LLC
- $74.1 Million
- Q3 2025
A detailed history of Clear Investment Research, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Clear Investment Research, LLC holds 22,793 shares of SCHA stock, worth $625,211. This represents 0.86% of its overall portfolio holdings.
Number of Shares
22,793
Previous 22,798
0.02%
Holding current value
$625,211
Previous $576,000
10.24%
% of portfolio
0.86%
Previous 0.73%
Shares
25 transactions
Others Institutions Holding SCHA
# of Institutions
1,325Shares Held
260MCall Options Held
104KPut Options Held
2.1K-
Empower Advisory Group, LLC Greenwood Village, CO34.2MShares$938 Million2.66% of portfolio
-
Bank Of America Corp Charlotte, NC17.3MShares$474 Million0.03% of portfolio
-
Sei Investments CO Oaks, PA14.7MShares$403 Million0.46% of portfolio
-
Personal Capital Advisors Corp10.5MShares$289 Million2.07% of portfolio
-
Northwestern Mutual Wealth Management CO5.24MShares$144 Million0.1% of portfolio