Claris Advisors, LLC Schwab Strategic Tr Us Broad M Transaction History

Claris Advisors, LLC

  • $232 Million
  • Q1 2025

A detailed history of Claris Advisors, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Claris Advisors, LLC holds 11,746 shares of SCHB stock, worth $250,777. This represents 0.11% of its overall portfolio holdings.

Number of Shares
11,746
Previous 11,710 0.31%
Holding current value
$250,777
Previous $265,000 5.28%
% of portfolio
0.11%
Previous 0.12%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 17, 2025
BUY
$21.23 - $23.75 $764 - $855
36 Added 0.31%
11,746 $251,000
Q4 2024

Feb 07, 2025
BUY
$22.01 - $66.82 $172,118 - $522,532
7,820 Added 201.03%
11,710 $265,000
Q3 2024

Oct 31, 2024
BUY
$59.93 - $66.52 $1,498 - $1,663
25 Added 0.65%
3,890 $258,000
Q1 2024

Apr 25, 2024
BUY
$54.61 - $61.05 $655 - $732
12 Added 0.31%
3,865 $235,000
Q4 2023

Feb 06, 2024
BUY
$47.61 - $55.91 $183,441 - $215,421
3,853 New
3,853 $214,000

Others Institutions Holding SCHB

# of Institutions
1,275
Shares Held
479M
Call Options Held
365K
Put Options Held
32.6K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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