Clarity Wealth Advisors, LLC Schwab Strategic Tr Us Broad M Transaction History

Clarity Wealth Advisors, LLC

$363 Million
Q4 2024

A detailed history of Clarity Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Clarity Wealth Advisors, LLC holds 23,199 shares of SCHB stock, worth $506,202. This represents 0.14% of its overall portfolio holdings.

Number of Shares

23,199

Previous 8,048 188.26%

Holding current value

$506,202

Previous $535,000 1.68%

% of portfolio

0.14%

Previous 0.16%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$22.01 - $66.82 $333,473 - $1.01 Million	15,151 Added 188.26%	23,199 $526,000
Q3 2024 Oct 18, 2024	SELL	$59.93 - $66.52 $17,439 - $19,357	-291 Reduced 3.49%	8,048 $535,000
Q2 2024 Jul 17, 2024	SELL	$57.57 - $63.3 $28,382 - $31,206	-493 Reduced 5.58%	8,339 $524,000
Q1 2024 Apr 17, 2024	SELL	$54.61 - $61.05 $32,929 - $36,813	-603 Reduced 6.39%	8,832 $539,000
Q4 2023 Jan 10, 2024	BUY	$47.61 - $55.91 $1,095 - $1,285	23 Added 0.24%	9,435 $525,000
Q3 2023 Nov 06, 2023	SELL	$49.59 - $53.57 $43,787 - $47,302	-883 Reduced 8.58%	9,412 $469,000
Q2 2023 Jul 28, 2023	BUY	$47.08 - $51.7 $484,688 - $532,251	10,295 New	10,295 $532,000

Others Institutions Holding SCHB

# of Institutions

1,265

Shares Held

423M

Call Options Held

365K

Put Options Held

32.6K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

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Clarity Wealth Advisors, LLC Schwab Strategic Tr Us Broad M Transaction History