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

Claris Advisors, LLC

  • $196 Million
  • Q3 2024

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 3,890 shares of SCHB stock, worth $90,481. This represents 0.13% of its overall portfolio holdings.

Number of Shares
3,890
Previous 3,865 0.65%
Holding current value
$90,481
Previous $242,000 6.61%
% of portfolio
0.13%
Previous 0.15%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,182
Shares Held
167M
Call Options Held
172K
Put Options Held
20.7K
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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