Clayton Financial Group LLC Schwab Strategic U.S. Mid Cap Transaction History

Clayton Financial Group LLC

  • $267 Billion
  • Q3 2024

A detailed history of Clayton Financial Group LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Clayton Financial Group LLC holds 28,604 shares of SCHM stock, worth $830,374. This represents 0.89% of its overall portfolio holdings.

Number of Shares
28,604
Previous 25,331 12.92%
Holding current value
$830,374
Previous $2.06 Billion 15.22%
% of portfolio
0.89%
Previous 0.89%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024
BUY
$75.47 - $83.18 $247,013 - $272,248
3,273 Added 12.92%
28,604 $2.38 Billion
Q2 2024

Aug 01, 2024
BUY
$75.69 - $81.19 $91,130 - $97,752
1,204 Added 4.99%
25,331 $2.06 Billion
Q1 2024

May 02, 2024
SELL
$72.89 - $81.43 $73,473 - $82,081
-1,008 Reduced 4.01%
24,127 $1.96 Billion
Q4 2023

Feb 14, 2024
BUY
$63.01 - $75.95 $1.58 Million - $1.91 Million
25,135 New
25,135 $1.89 Billion

Others Institutions Holding SCHM

# of Institutions
929
Shares Held
95.9M
Call Options Held
6.2K
Put Options Held
3K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

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