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 $3.94 Million. This represents 1.58% of its overall portfolio holdings.
Number of Shares
47,491
Previous 51,834
8.38%
Holding current value
$3.94 Million
Previous $4.22 Billion
12.43%
% of portfolio
1.58%
Previous 1.83%
Shares
3 transactions
Others Institutions Holding SCHM
# of Institutions
912Shares Held
94.8MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$1.76 Billion3.68% of portfolio
-
Creative Planning Overland Park, KS10MShares$834 Million0.84% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$264 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$190 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$185 Million2.77% of portfolio