Clear Investment Research, LLC Schwab Strategic U.S. Mid Cap Transaction History

Clear Investment Research, LLC

  • $76.5 Million
  • Q2 2024

A detailed history of Clear Investment Research, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Clear Investment Research, LLC holds 13,548 shares of SCHM stock, worth $393,298. This represents 1.38% of its overall portfolio holdings.

Number of Shares
13,548
Previous 13,546 0.01%
Holding current value
$393,298
Previous $1.1 Million 4.44%
% of portfolio
1.38%
Previous 1.49%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024
BUY
$75.69 - $81.19 $151 - $162
2 Added 0.01%
13,548 $1.05 Million
Q1 2024

May 02, 2024
SELL
$72.89 - $81.43 $73,254 - $81,837
-1,005 Reduced 6.91%
13,546 $1.1 Million
Q4 2023

Feb 12, 2024
BUY
$63.01 - $75.95 $52,991 - $63,873
841 Added 6.13%
14,551 $1.1 Million
Q3 2023

Nov 07, 2023
BUY
$66.75 - $73.98 $1,268 - $1,405
19 Added 0.14%
13,710 $927,000
Q2 2023

Aug 09, 2023
BUY
$65.29 - $71.03 $60,719 - $66,057
930 Added 7.29%
13,691 $972,000
Q1 2023

May 09, 2023
BUY
$64.24 - $73.9 $10,406 - $11,971
162 Added 1.29%
12,761 $865,000
Q4 2022

Feb 10, 2023
BUY
$61.05 - $69.94 $1,953 - $2,238
32 Added 0.25%
12,599 $827,000
Q2 2022

Aug 05, 2022
SELL
$60.91 - $76.4 $6,212 - $7,792
-102 Reduced 0.81%
12,567 $788,000
Q1 2022

May 02, 2022
BUY
$70.66 - $80.89 $5,158 - $5,904
73 Added 0.58%
12,669 $961,000
Q4 2021

Jan 24, 2022
BUY
$76.01 - $83.39 $7,144 - $7,838
94 Added 0.75%
12,596 $1.01 Million
Q2 2021

Jul 29, 2021
SELL
$74.64 - $79.12 $447 - $474
-6 Reduced 0.05%
12,502 $979,000
Q1 2021

May 05, 2021
SELL
$67.07 - $76.85 $22,133 - $25,360
-330 Reduced 2.57%
12,508 $931,000
Q2 2020

Jul 27, 2020
BUY
$39.01 - $57.03 $75,835 - $110,866
1,944 Added 17.84%
12,838 $676,000
Q1 2020

May 05, 2020
SELL
$35.83 - $62.24 $107 - $186
-3 Reduced 0.03%
10,894 $459,000
Q4 2019

Feb 04, 2020
BUY
$54.56 - $60.24 $31,372 - $34,638
575 Added 5.57%
10,897 $655,000
Q2 2019

Aug 05, 2019
SELL
N/A
-297 Reduced 2.8%
10,322 $589,000
Q1 2019

May 06, 2019
BUY
N/A
682 Added 6.86%
10,619 $588,000
Q4 2018

Feb 07, 2019
BUY
N/A
232 Added 2.39%
9,937 $476,000
Q3 2018

Nov 14, 2018
BUY
N/A
1,950 Added 25.15%
9,705 $561,000
Q1 2018

Apr 18, 2018
SELL
N/A
-24 Reduced 0.31%
7,755 $410,000
Q3 2017

Oct 30, 2017
BUY
N/A
7,779
7,779 $390,000

Others Institutions Holding SCHM

# of Institutions
929
Shares Held
95.8M
Call Options Held
6.2K
Put Options Held
3K
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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