Clearstead Advisors, LLC Schwab Strategic Tr Us Broad M Transaction History

Clearstead Advisors, LLC

  • $5.78 Billion
  • Q2 2024

A detailed history of Clearstead Advisors, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Clearstead Advisors, LLC holds 4,440 shares of SCHB stock, worth $294,061. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,440
Previous 4,416 0.54%
Holding current value
$294,061
Previous $269,000 3.72%
% of portfolio
0.0%
Previous 0.01%

Shares

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

Aug 09, 2024
BUY
$57.57 - $63.3 $1,381 - $1,519
24 Added 0.54%
4,440 $279,000
Q1 2024

May 14, 2024
BUY
$54.61 - $61.05 $6,498 - $7,264
119 Added 2.77%
4,416 $269,000
Q4 2023

Feb 12, 2024
BUY
$47.61 - $55.91 $56,417 - $66,253
1,185 Added 38.08%
4,297 $239,000
Q3 2023

Nov 07, 2023
BUY
$49.59 - $53.57 $21,125 - $22,820
426 Added 15.86%
3,112 $155,000
Q2 2023

Aug 07, 2023
BUY
$47.08 - $51.7 $66,241 - $72,741
1,407 Added 110.01%
2,686 $138,000
Q1 2023

May 09, 2023
BUY
$44.47 - $49.23 $133 - $147
3 Added 0.24%
1,279 $61,000
Q4 2022

Feb 14, 2023
SELL
$41.94 - $47.81 $4,697 - $5,354
-112 Reduced 8.07%
1,276 $57,000
Q3 2022

Nov 14, 2022
BUY
$41.99 - $50.63 $13,310 - $16,049
317 Added 29.6%
1,388 $58,000
Q2 2022

Aug 12, 2022
BUY
$42.93 - $53.98 $2,747 - $3,454
64 Added 6.36%
1,071 $47,000
Q1 2022

May 04, 2022
BUY
$49.15 - $56.85 $33,569 - $38,828
683 Added 210.8%
1,007 $54,000
Q4 2021

Feb 14, 2022
BUY
$51.87 - $56.86 $14,367 - $15,750
277 Added 589.36%
324 $37,000
Q3 2021

Nov 12, 2021
BUY
$51.32 - $54.83 $2,412 - $2,577
47 New
47 $5,000
Q2 2020

Aug 11, 2020
SELL
$28.84 - $38.49 $22,437 - $29,945
-778 Closed
0 $0
Q1 2020

May 14, 2020
BUY
$26.18 - $40.44 $20,368 - $31,462
778 New
778 $47,000

Others Institutions Holding SCHB

# of Institutions
1,146
Shares Held
165M
Call Options Held
188K
Put Options Held
19.4K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
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More about SCHB
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