Clarity Capital Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History

Clarity Capital Advisors, LLC

$184 Billion
Q3 2025

A detailed history of Clarity Capital Advisors, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Clarity Capital Advisors, LLC holds 8,767 shares of SCHM stock, worth $255,645. This represents 0.14% of its overall portfolio holdings.

Number of Shares

8,767

Previous 8,730 0.42%

Holding current value

$255,645

Previous $245 Million 6.12%

% of portfolio

0.14%

Previous 0.14%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	BUY	$28.15 - $30.13 $1,041 - $1,114	37 Added 0.42%	8,767 $260 Million
Q2 2025 Aug 14, 2025	BUY	$22.92 - $28.05 $710 - $869	31 Added 0.36%	8,730 $245 Million
Q1 2025 Apr 14, 2025	BUY	$25.58 - $29.24 $665 - $760	26 Added 0.3%	8,699 $228 Million
Q4 2024 Jan 22, 2025	BUY	$27.54 - $83.04 $142,932 - $430,977	5,190 Added 149.01%	8,673 $240 Million
Q3 2024 Nov 12, 2024	BUY	$75.47 - $83.18 $1,886 - $2,079	25 Added 0.72%	3,483 $289 Million

Q1 2024 Apr 18, 2024	BUY	$72.89 - $81.43 $801 - $895	11 Added 0.32%	3,458 $282 Million
Q4 2023 Feb 08, 2024	BUY	$63.01 - $75.95 $217,195 - $261,799	3,447 New	3,447 $260 Million

Others Institutions Holding SCHM

# of Institutions

1,067

Shares Held

282M

Call Options Held

8.7K

Put Options Held

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
Sector ETFs
Industry ETFs

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Clarity Capital Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History