Clarity Wealth Advisors, LLC Schwab Strategic Tr Us Broad M Transaction History

Clarity Wealth Advisors, LLC

  • $341 Million
  • Q3 2024

A detailed history of Clarity Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Clarity Wealth Advisors, LLC holds 8,048 shares of SCHB stock, worth $186,955. This represents 0.16% of its overall portfolio holdings.

Number of Shares
8,048
Previous 8,339 3.49%
Holding current value
$186,955
Previous $524,000 2.1%
% of portfolio
0.16%
Previous 0.17%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024
SELL
$59.93 - $66.52 $17,439 - $19,357
-291 Reduced 3.49%
8,048 $535,000
Q2 2024

Jul 17, 2024
SELL
$57.57 - $63.3 $28,382 - $31,206
-493 Reduced 5.58%
8,339 $524,000
Q1 2024

Apr 17, 2024
SELL
$54.61 - $61.05 $32,929 - $36,813
-603 Reduced 6.39%
8,832 $539,000
Q4 2023

Jan 10, 2024
BUY
$47.61 - $55.91 $1,095 - $1,285
23 Added 0.24%
9,435 $525,000
Q3 2023

Nov 06, 2023
SELL
$49.59 - $53.57 $43,787 - $47,302
-883 Reduced 8.58%
9,412 $469,000
Q2 2023

Jul 28, 2023
BUY
$47.08 - $51.7 $484,688 - $532,251
10,295 New
10,295 $532,000

Others Institutions Holding SCHB

# of Institutions
1,180
Shares Held
166M
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
Track This Portfolio

Track Clarity Wealth Advisors, LLC Portfolio

Follow Clarity Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Clarity Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clarity Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email