Claro Advisors LLC Schwab Strategic Tr Us Large C Transaction History

Claro Advisors LLC

  • $706 Million
  • Q3 2024

A detailed history of Claro Advisors LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Claro Advisors LLC holds 14,027 shares of SCHX stock, worth $328,231. This represents 0.13% of its overall portfolio holdings.

Number of Shares
14,027
Previous 3,023 364.01%
Holding current value
$328,231
Previous $205,000 363.9%
% of portfolio
0.13%
Previous 0.02%

Shares

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

Nov 07, 2024
BUY
$61.11 - $67.85 $672,454 - $746,621
11,004 Added 364.01%
14,027 $951,000
Q3 2024

Oct 17, 2024
SELL
$61.11 - $67.85 $634,444 - $704,418
-10,382 Reduced 77.45%
3,023 $205,000
Q2 2024

Jul 31, 2024
SELL
$58.7 - $64.78 $17,199 - $18,980
-293 Reduced 2.14%
13,405 $861,000
Q1 2024

Apr 18, 2024
BUY
$55.41 - $62.08 $1,274 - $1,427
23 Added 0.17%
13,698 $850,000
Q4 2023

Jan 22, 2024
BUY
$48.47 - $56.6 $247,972 - $289,565
5,116 Added 59.77%
13,675 $771,000
Q3 2023

Oct 10, 2023
SELL
$50.36 - $54.21 $41,395 - $44,560
-822 Reduced 8.76%
8,559 $433,000
Q2 2023

Aug 08, 2023
BUY
$47.67 - $52.37 $32,415 - $35,611
680 Added 7.82%
9,381 $491,000
Q1 2023

Apr 17, 2023
SELL
$44.78 - $49.41 $112,487 - $124,117
-2,512 Reduced 22.4%
8,701 $420,000
Q4 2022

Feb 14, 2023
BUY
$42.25 - $48.16 $57,417 - $65,449
1,359 Added 13.79%
11,213 $506,000
Q2 2022

Aug 12, 2022
BUY
$43.35 - $54.51 $147,520 - $185,497
3,403 Added 52.75%
9,854 $440,000
Q4 2021

Feb 14, 2022
BUY
$51.9 - $57.29 $153,105 - $169,005
2,950 Added 84.26%
6,451 $734,000
Q3 2021

Nov 15, 2021
BUY
$51.52 - $54.94 $180,371 - $192,344
3,501 New
3,501 $364,000

Others Institutions Holding SCHX

# of Institutions
1,353
Shares Held
349M
Call Options Held
34.3K
Put Options Held
1.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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