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 $185,345. This represents 0.16% of its overall portfolio holdings.

Number of Shares
8,048
Previous 8,339 3.49%
Holding current value
$185,345
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
1,183
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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