Clark Asset Management, LLC Schwab Strategic Tr Us Broad M Transaction History

Clark Asset Management, LLC

  • $596 Billion
  • Q1 2025

A detailed history of Clark Asset Management, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Clark Asset Management, LLC holds 57,259 shares of SCHB stock, worth $1.3 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares
57,259
Previous 64,453 11.16%
Holding current value
$1.3 Million
Previous $1.46 Billion 15.74%
% of portfolio
0.21%
Previous 0.27%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 28, 2025
SELL
$21.23 - $23.75 $152,728 - $170,857
-7,194 Reduced 11.16%
57,259 $1.23 Billion
Q4 2024

Apr 02, 2025
BUY
$22.01 - $66.82 $1.42 Million - $4.31 Million
64,453 New
64,453 $1.46 Billion
Q3 2024

Apr 28, 2025
BUY
$59.93 - $66.52 $572,990 - $635,997
9,561 Added 82.29%
21,179 $1.41 Billion
Q2 2024

Apr 28, 2025
SELL
$57.57 - $63.3 $3.04 Million - $3.34 Million
-52,835 Reduced 81.97%
11,618 $730 Million

Others Institutions Holding SCHB

# of Institutions
1,295
Shares Held
488M
Call Options Held
350K
Put Options Held
28.3K
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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