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 $1.28 Million. This represents 1.58% of its overall portfolio holdings.

Number of Shares

47,491

Previous 51,834 8.38%

Holding current value

$1.28 Million

Previous $4.22 Billion 12.43%

% of portfolio

1.58%

Previous 1.83%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Sep 03, 2024	SELL	$75.69 - $81.19 $328,721 - $352,608	-4,343 Reduced 8.38%	47,491 $3.7 Billion
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

1,004

Shares Held

283M

Call Options Held

45.7K

Put Options Held

5.47K

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
Sector ETFs
Industry ETFs

More about SCHM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Clear Rock Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clear Rock Advisors, LLC with notifications on news.

Account

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