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

Claris Advisors, LLC

  • $227 Million
  • Q4 2024

A detailed history of Claris Advisors, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Claris Advisors, LLC holds 11,710 shares of SCHB stock, worth $268,861. This represents 0.12% of its overall portfolio holdings.

Number of Shares
11,710
Previous 3,890 201.03%
Holding current value
$268,861
Previous $258,000 2.71%
% of portfolio
0.12%
Previous 0.13%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
BUY
$22.01 - $66.82 $172,118 - $522,532
7,820 Added 201.03%
11,710 $265,000
Q3 2024

Oct 31, 2024
BUY
$59.93 - $66.52 $1,498 - $1,663
25 Added 0.65%
3,890 $258,000
Q1 2024

Apr 25, 2024
BUY
$54.61 - $61.05 $655 - $732
12 Added 0.31%
3,865 $235,000
Q4 2023

Feb 06, 2024
BUY
$47.61 - $55.91 $183,441 - $215,421
3,853 New
3,853 $214,000

Others Institutions Holding SCHB

# of Institutions
1,264
Shares Held
445M
Call Options Held
365K
Put Options Held
32.6K
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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