Mc Clarren Financial Advisors, Inc. Schwab Strategic Tr Us Large C Transaction History

Mc Clarren Financial Advisors, Inc.

$35.6 Million
Q4 2024

A detailed history of Mc Clarren Financial Advisors, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Mc Clarren Financial Advisors, Inc. holds 1,103 shares of SCHX stock, worth $24,221. This represents 0.07% of its overall portfolio holdings.

Number of Shares

1,103

Holding current value

$24,221

% of portfolio

0.07%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 29, 2025	BUY	$22.4 - $68.28 $24,707 - $75,312	1,103 New	1,103 $25,000
Q2 2024 Jul 26, 2024	SELL	$58.7 - $64.78 $17,668 - $19,498	-301 Reduced 82.47%	64 $23,000
Q1 2024 Jul 26, 2024	BUY	$55.41 - $62.08 $20,224 - $22,659	365 New	365 $23,000
Q4 2023 Feb 02, 2024	BUY	$48.47 - $56.6 $96 - $113	2 Added 0.55%	363 $20,000
Q3 2023 Nov 03, 2023	BUY	$50.36 - $54.21 $50 - $54	1 Added 0.28%	361 $18,000
Q2 2023 Aug 04, 2023	BUY	$47.67 - $52.37 $17,161 - $18,853	360 New	360 $18,000

Others Institutions Holding SCHX

# of Institutions

1,477

Shares Held

1.09B

Call Options Held

71.4K

Put Options Held

4.2K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHX
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Mc Clarren Financial Advisors, Inc. Schwab Strategic Tr Us Large C Transaction History