Clear Rock Advisors, LLC Schwab Strategic Tr Us Large C Transaction History
Clear Rock Advisors, LLC
- $234 Billion
- Q2 2024
A detailed history of Clear Rock Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Clear Rock Advisors, LLC holds 119,257 shares of SCHX stock, worth $2.84 Million. This represents 3.27% of its overall portfolio holdings.
Number of Shares
119,257
Previous 125,783
5.19%
Holding current value
$2.84 Million
Previous $7.81 Billion
1.84%
% of portfolio
3.27%
Previous 3.39%
Shares
3 transactions
Others Institutions Holding SCHX
# of Institutions
1,353Shares Held
349MCall Options Held
34.3KPut Options Held
1.2K-
Creative Planning Overland Park, KS27.9MShares$665 Million1.88% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO25.6MShares$610 Million18.81% of portfolio
-
Us Bancorp \De\20.6MShares$490 Million1.81% of portfolio
-
Mercer Global Advisors Inc Denver, CO13.9MShares$331 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA12.4MShares$294 Million1.12% of portfolio