Clayton Financial Group LLC Schwab Strategic U.S. Mid Cap Transaction History

Clayton Financial Group LLC

  • $220 Billion
  • Q1 2024

A detailed history of Clayton Financial Group LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Clayton Financial Group LLC holds 24,127 shares of SCHM stock, worth $1.87 Million. This represents 0.89% of its overall portfolio holdings.

Number of Shares
24,127
Previous 25,135 4.01%
Holding current value
$1.87 Million
Previous $1.89 Billion 3.78%
% of portfolio
0.89%
Previous 1.18%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 02, 2024
SELL
$72.89 - $81.43 $73,473 - $82,081
-1,008 Reduced 4.01%
24,127 $1.96 Billion
Q4 2023

Feb 14, 2024
BUY
$63.01 - $75.95 $1.58 Million - $1.91 Million
25,135 New
25,135 $1.89 Billion

Others Institutions Holding SCHM

# of Institutions
903
Shares Held
96M
Call Options Held
8K
Put Options Held
600
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
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