A detailed history of Clear Rock Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Clear Rock Advisors, LLC holds 119,257 shares of SCHX stock, worth $2.79 Million. This represents 3.27% of its overall portfolio holdings.

Number of Shares
119,257
Previous 125,783 5.19%
Holding current value
$2.79 Million
Previous $7.81 Billion 1.84%
% of portfolio
3.27%
Previous 3.39%

Shares

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

Sep 03, 2024

SELL
$58.7 - $64.78 $383,076 - $422,754
-6,526 Reduced 5.19%
119,257 $7.66 Billion
Q1 2024

Jun 07, 2024

SELL
$55.41 - $62.08 $139,411 - $156,193
-2,516 Reduced 1.96%
125,783 $7.81 Billion
Q4 2023

Feb 12, 2024

BUY
$48.47 - $56.6 $6.22 Million - $7.26 Million
128,299 New
128,299 $7.63 Billion

Others Institutions Holding SCHX

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
Track This Portfolio

Track Clear Rock Advisors, LLC Portfolio

Follow Clear Rock Advisors, LLC and customize your updates to receive the information that matters most to you.

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.