Clearview Wealth Advisors LLC Schwab Strategic Tr Us Small C Transaction History
Clearview Wealth Advisors LLC
- $131 Million
- Q1 2025
A detailed history of Clearview Wealth Advisors LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Clearview Wealth Advisors LLC holds 32,253 shares of SCHA stock, worth $706,985. This represents 0.57% of its overall portfolio holdings.
Number of Shares
32,253
Previous 31,568
2.17%
Holding current value
$706,985
Previous $816,000
7.48%
% of portfolio
0.57%
Previous 0.63%
Shares
14 transactions
Others Institutions Holding SCHA
# of Institutions
1,263Shares Held
274MCall Options Held
66.4KPut Options Held
2.7K-
Bank Of America Corp Charlotte, NC46.3MShares$1.02 Billion0.1% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO25.3MShares$555 Million2.22% of portfolio
-
Sei Investments CO Oaks, PA13.8MShares$302 Million0.47% of portfolio
-
Personal Capital Advisors Corp10.5MShares$231 Million2.07% of portfolio
-
Envestnet Asset Management Inc6.31MShares$138 Million0.05% of portfolio