Clune & Associates, Ltd. Schwab Strategic Tr Us Small C Transaction History
Clune & Associates, Ltd.
- $400 Billion
- Q3 2025
A detailed history of Clune & Associates, Ltd. transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Clune & Associates, Ltd. holds 10,307 shares of SCHA stock, worth $282,721. This represents 0.07% of its overall portfolio holdings.
Number of Shares
10,307
Previous 10,165
1.4%
Holding current value
$282,721
Previous $257 Million
11.82%
% of portfolio
0.07%
Previous 0.07%
Shares
4 transactions
Others Institutions Holding SCHA
# of Institutions
1,328Shares Held
260MCall Options Held
104KPut Options Held
2.1K-
Empower Advisory Group, LLC Greenwood Village, CO34.2MShares$938 Million2.66% of portfolio
-
Bank Of America Corp Charlotte, NC17.3MShares$474 Million0.03% of portfolio
-
Sei Investments CO Oaks, PA14.7MShares$403 Million0.46% of portfolio
-
Personal Capital Advisors Corp10.5MShares$289 Million2.07% of portfolio
-
Northwestern Mutual Wealth Management CO5.24MShares$144 Million0.1% of portfolio