Total Clarity Wealth Management, Inc. Schwab Strategic Tr Us Broad M Transaction History

Total Clarity Wealth Management, Inc.

  • $296 Million
  • Q3 2024

A detailed history of Total Clarity Wealth Management, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Total Clarity Wealth Management, Inc. holds 5,546 shares of SCHB stock, worth $128,999. This represents 0.12% of its overall portfolio holdings.

Number of Shares
5,546
Previous 5,294 4.76%
Holding current value
$128,999
Previous $332,000 10.84%
% of portfolio
0.12%
Previous 0.12%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024
BUY
$59.93 - $66.52 $15,102 - $16,763
252 Added 4.76%
5,546 $368,000
Q2 2024

Aug 09, 2024
SELL
$57.57 - $63.3 $9,959 - $10,950
-173 Reduced 3.16%
5,294 $332,000
Q1 2024

Apr 22, 2024
BUY
$54.61 - $61.05 $54 - $61
1 Added 0.02%
5,467 $333,000
Q4 2023

Jan 23, 2024
SELL
$47.61 - $55.91 $32,660 - $38,354
-686 Reduced 11.15%
5,466 $304,000
Q3 2023

Oct 24, 2023
BUY
$49.59 - $53.57 $33,175 - $35,838
669 Added 12.2%
6,152 $306,000
Q2 2023

Jul 24, 2023
SELL
$47.08 - $51.7 $57,578 - $63,229
-1,223 Reduced 18.24%
5,483 $283,000
Q1 2023

May 04, 2023
BUY
$44.47 - $49.23 $34,152 - $37,808
768 Added 12.93%
6,706 $320,000
Q4 2022

Feb 03, 2023
SELL
$41.94 - $47.81 $10,359 - $11,809
-247 Reduced 3.99%
5,938 $266,000
Q3 2022

Nov 04, 2022
SELL
$41.99 - $50.63 $99,726 - $120,246
-2,375 Reduced 27.75%
6,185 $260,000
Q2 2022

Jul 29, 2022
BUY
$42.93 - $53.98 $44,561 - $56,031
1,038 Added 13.8%
8,560 $378,000
Q1 2022

Apr 29, 2022
BUY
$49.15 - $56.85 $369,706 - $427,625
7,522 New
7,522 $402,000

Others Institutions Holding SCHB

# of Institutions
1,182
Shares Held
167M
Call Options Held
172K
Put Options Held
20.7K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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