Clarity Capital Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History
Clarity Capital Advisors, LLC
- $125 Billion
- Q1 2024
A detailed history of Clarity Capital Advisors, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Clarity Capital Advisors, LLC holds 3,458 shares of SCHM stock, worth $279,026. This represents 0.22% of its overall portfolio holdings.
Number of Shares
3,458
Previous 3,447
0.32%
Holding current value
$279,026
Previous $260 Million
8.46%
% of portfolio
0.22%
Previous 0.23%
Shares
2 transactions
Others Institutions Holding SCHM
# of Institutions
901Shares Held
96.1MCall Options Held
8KPut Options Held
600-
Financial Engines Advisors L.L.C. Santa Clara, CA21.1MShares$1.7 Billion3.87% of portfolio
-
Creative Planning Overland Park, KS10.1MShares$817 Million0.92% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.69MShares$298 Million0.49% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.07MShares$167 Million0.4% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2MShares$161 Million2.99% of portfolio