Shares

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

Jul 26, 2024

SELL
$57.57 - $63.3 $24,582 - $27,029
-427 Reduced 77.36%
125 $34,000
Q1 2024

Jul 26, 2024

BUY
$54.61 - $61.05 $30,144 - $33,699
552 New
552 $34,000
Q4 2023

Feb 02, 2024

BUY
$47.61 - $55.91 $142 - $167
3 Added 0.55%
550 $31,000
Q3 2023

Nov 03, 2023

BUY
$49.59 - $53.57 $99 - $107
2 Added 0.37%
547 $27,000
Q2 2023

Aug 04, 2023

SELL
$47.08 - $51.7 $2,306 - $2,533
-49 Reduced 8.25%
545 $28,000
Q1 2023

May 05, 2023

BUY
$44.47 - $49.23 $88 - $98
2 Added 0.34%
594 $27,000
Q4 2022

Jan 30, 2023

BUY
$41.94 - $47.81 $125 - $143
3 Added 0.51%
592 $26,000
Q3 2022

Oct 31, 2022

BUY
$41.99 - $50.63 $24,732 - $29,821
589 New
589 $24,000

Others Institutions Holding SCHB

About SCHWAB STRATEGIC TR US BROAD M


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

Track Mc Clarren Financial Advisors, Inc. Portfolio

Follow Mc Clarren Financial Advisors, Inc. 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 Mc Clarren Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Mc Clarren Financial Advisors, Inc. with notifications on news.