Clear Rock Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History
Clear Rock Advisors, LLC
- $234 Billion
- Q2 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 47,491 shares of SCHM stock, worth $1.31 Million. This represents 1.58% of its overall portfolio holdings.
Number of Shares
47,491
Previous 51,834
8.38%
Holding current value
$1.31 Million
Previous $4.22 Billion
12.43%
% of portfolio
1.58%
Previous 1.83%
Shares
3 transactions
Others Institutions Holding SCHM
# of Institutions
925Shares Held
96.1MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$586 Million3.68% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$271 Million0.81% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$87.7 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$63 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$61.6 Million2.77% of portfolio