Clear Rock Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History

Clear Rock Advisors, LLC

  • $230 Billion
  • Q1 2024

A detailed history of Clear Rock Advisors, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Clear Rock Advisors, LLC holds 51,834 shares of SCHM stock, worth $4 Million. This represents 1.83% of its overall portfolio holdings.

Number of Shares
51,834
Previous 58,504 11.4%
Holding current value
$4 Million
Previous $4.44 Billion 4.93%
% of portfolio
1.83%
Previous 2.01%

Shares

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

Jun 07, 2024
SELL
$72.89 - $81.43 $486,176 - $543,138
-6,670 Reduced 11.4%
51,834 $4.22 Billion
Q4 2023

Feb 12, 2024
BUY
$63.01 - $75.95 $3.69 Million - $4.44 Million
58,504 New
58,504 $4.44 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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