Clear Rock Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History
Clear Rock Advisors, LLC
- $234 Billion
- Q2 2024
A detailed history of Clear Rock Advisors, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Clear Rock Advisors, LLC holds 47,491 shares of SCHM stock, worth $1.37 Million. This represents 1.58% of its overall portfolio holdings.
Number of Shares
47,491
Previous 51,834
8.38%
Holding current value
$1.37 Million
Previous $4.22 Billion
12.43%
% of portfolio
1.58%
Previous 1.83%
Shares
3 transactions
Others Institutions Holding SCHM
# of Institutions
964Shares Held
156MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$750 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$284 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$208 Million6.46% of portfolio
-
Advisory Alpha, LLC5.72MShares$166 Million5.7% of portfolio
-
Legacy Wealth Management, Inc4.18MShares$121 Million7.44% of portfolio