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

Claris Advisors, LLC

$261 Million
Q2 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 11,780 shares of SCHB stock, worth $287,196. This represents 0.11% of its overall portfolio holdings.

Number of Shares

11,780

Previous 11,746 0.29%

Holding current value

$287,196

Previous $251,000 11.55%

% of portfolio

0.11%

Previous 0.11%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 17, 2025	BUY	$19.1 - $23.83 $649 - $810	34 Added 0.29%	11,780 $280,000
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

1,339

Shares Held

495M

Call Options Held

350K

Put Options Held

28.3K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

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