Clarity Capital Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History

Clarity Capital Advisors, LLC

  • $149 Billion
  • Q4 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 8,673 shares of SCHM stock, worth $242,670. This represents 0.16% of its overall portfolio holdings.

Number of Shares
8,673
Previous 3,483 149.01%
Holding current value
$242,670
Previous $289 Million 16.97%
% of portfolio
0.16%
Previous 0.21%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
$27.54 - $83.04 $142,932 - $430,977
5,190 Added 149.01%
8,673 $240 Million
Q3 2024

Nov 12, 2024
BUY
$75.47 - $83.18 $1,886 - $2,079
25 Added 0.72%
3,483 $289 Million
Q1 2024

Apr 18, 2024
BUY
$72.89 - $81.43 $801 - $895
11 Added 0.32%
3,458 $282 Million
Q4 2023

Feb 08, 2024
BUY
$63.01 - $75.95 $217,195 - $261,799
3,447 New
3,447 $260 Million

Others Institutions Holding SCHM

# of Institutions
1,006
Shares Held
271M
Call Options Held
15K
Put Options Held
1.1K
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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