Clear Point Advisors Inc. Schwab Strategic Tr Us Large C Transaction History
Clear Point Advisors Inc.
- $129 Billion
- Q3 2024
A detailed history of Clear Point Advisors Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Clear Point Advisors Inc. holds 260 shares of SCHV stock, worth $6,819. This represents 0.02% of its overall portfolio holdings.
Number of Shares
260
Previous 257
1.17%
Holding current value
$6,819
Previous $19.1 Million
9.73%
% of portfolio
0.02%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding SCHV
# of Institutions
836Shares Held
112MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA19.5MShares$511 Million3.21% of portfolio
-
Sei Investments CO Oaks, PA12.1MShares$318 Million1.3% of portfolio
-
Mather Group, Llc. Chicago, IL10.7MShares$282 Million11.15% of portfolio
-
Envestnet Asset Management Inc4.85MShares$127 Million0.13% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.24MShares$111 Million0.81% of portfolio