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

Clear Investment Research, LLC

$74.6 Million
Q1 2025

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 40,582 shares of SCHM stock, worth $1.09 Million. This represents 1.43% of its overall portfolio holdings.

Number of Shares

40,582

Previous 40,613 0.08%

Holding current value

$1.09 Million

Previous $1.13 Million 5.51%

% of portfolio

1.43%

Previous 1.49%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	SELL	$25.58 - $29.24 $792 - $906	-31 Reduced 0.08%	40,582 $1.06 Million
Q4 2024 Feb 11, 2025	BUY	$27.54 - $83.04 $745,204 - $2.25 Million	27,059 Added 199.64%	40,613 $1.13 Million
Q3 2024 Nov 12, 2024	BUY	$75.47 - $83.18 $452 - $499	6 Added 0.04%	13,554 $1.13 Million
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

1,004

Shares Held

283M

Call Options Held

45.7K

Put Options Held

5.3K

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

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