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

Claris Advisors, LLC

  • $164 Million
  • Q2 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 3,865 shares of SCHB stock, worth $255,978. This represents 0.15% of its overall portfolio holdings.

Number of Shares
3,865
Previous 3,865 -0.0%
Holding current value
$255,978
Previous $235,000 2.98%
% of portfolio
0.15%
Previous 0.14%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,146
Shares Held
165M
Call Options Held
188K
Put Options Held
19.4K
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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