Claro Advisors LLC Schwab Strategic Tr Long Term Transaction History

Claro Advisors LLC

  • $706 Million
  • Q3 2024

A detailed history of Claro Advisors LLC transactions in Schwab Strategic Tr Long Term stock. As of the latest transaction made, Claro Advisors LLC holds 16,835 shares of SCHQ stock, worth $531,312. This represents 0.08% of its overall portfolio holdings.

Number of Shares
16,835
Previous 13,501 24.69%
Holding current value
$531,312
Previous $472,000 24.79%
% of portfolio
0.08%
Previous 0.05%

Shares

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

Nov 07, 2024
BUY
$32.17 - $35.98 $107,254 - $119,957
3,334 Added 24.69%
16,835 $589,000
Q3 2024

Oct 17, 2024
BUY
$32.17 - $35.98 $36,609 - $40,945
1,138 Added 9.2%
13,501 $472,000
Q2 2024

Jul 31, 2024
SELL
$31.45 - $33.71 $295,095 - $316,300
-9,383 Reduced 43.15%
12,363 $405,000
Q1 2024

Apr 18, 2024
SELL
$32.9 - $35.0 $806,905 - $858,410
-24,526 Reduced 53.0%
21,746 $733,000
Q4 2023

Jan 22, 2024
BUY
$29.71 - $35.56 $812,033 - $971,925
27,332 Added 144.31%
46,272 $1.62 Million
Q3 2023

Oct 10, 2023
BUY
$31.58 - $36.29 $174,668 - $200,719
5,531 Added 41.25%
18,940 $600,000
Q2 2023

Aug 08, 2023
BUY
$35.48 - $38.22 $475,751 - $512,491
13,409 New
13,409 $486,000

Others Institutions Holding SCHQ

# of Institutions
106
Shares Held
14.6M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR LONG-TERM

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