Clear Point Advisors Inc. Schwab Strategic Tr Us Large C Transaction History
Clear Point Advisors Inc.
- $122 Billion
- Q2 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 257 shares of SCHV stock, worth $6,867. This represents 0.02% of its overall portfolio holdings.
Number of Shares
257
Previous 257
-0.0%
Holding current value
$6,867
Previous $19.5 Million
2.5%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding SCHV
# of Institutions
811Shares Held
106MCall Options Held
3.2KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA18.6MShares$498 Million3.08% of portfolio
-
Sei Investments CO Oaks, PA11.5MShares$307 Million1.23% of portfolio
-
Mather Group, Llc. Chicago, IL10.7MShares$287 Million11.15% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.46MShares$119 Million0.81% of portfolio
-
Envestnet Asset Management Inc4.02MShares$108 Million0.11% of portfolio