Clearstead Advisors, LLC Schwab Strategic Tr 1000 Index Transaction History

Clearstead Advisors, LLC

  • $5.78 Billion
  • Q2 2024

A detailed history of Clearstead Advisors, LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Clearstead Advisors, LLC holds 5,329 shares of SCHK stock, worth $149,105. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,329
Previous 5,009 6.39%
Holding current value
$149,105
Previous $253,000 9.88%
% of portfolio
0.0%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024
BUY
$47.83 - $52.72 $15,305 - $16,870
320 Added 6.39%
5,329 $278,000
Q1 2024

May 14, 2024
BUY
$45.19 - $50.67 $226,356 - $253,806
5,009 New
5,009 $253,000
Q4 2022

Feb 14, 2023
BUY
$34.56 - $39.43 $69 - $78
2 Added 0.48%
422 $15,000
Q3 2022

Nov 14, 2022
BUY
$34.61 - $41.69 $69 - $83
2 Added 0.48%
420 $15,000
Q2 2022

Aug 12, 2022
BUY
$35.4 - $44.52 $70 - $89
2 Added 0.48%
418 $15,000
Q1 2022

May 04, 2022
BUY
$40.46 - $46.8 $16,831 - $19,468
416 New
416 $18,000

Others Institutions Holding SCHK

# of Institutions
176
Shares Held
34.9M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR 1000 INDEX

SCHK Quotes by TradingView
  • Ticker SCHK
  • Sector ETFs
  • Industry ETFs
More about SCHK
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