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

Clarity Capital Advisors, LLC

  • $139 Billion
  • Q3 2024

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 3,483 shares of SCHM stock, worth $97,140. This represents 0.21% of its overall portfolio holdings.

Number of Shares
3,483
Previous 3,458 0.72%
Holding current value
$97,140
Previous $269 Million 7.52%
% of portfolio
0.21%
Previous 0.21%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
950
Shares Held
108M
Call Options Held
8.1K
Put Options Held
3.6K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
Track This Portfolio

Track Clarity Capital Advisors, LLC Portfolio

Follow Clarity Capital Advisors, LLC 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 Clarity Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clarity Capital Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email