Clear Rock Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History

Clear Rock Advisors, LLC

  • $234 Billion
  • Q2 2024

A detailed history of Clear Rock Advisors, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Clear Rock Advisors, LLC holds 47,491 shares of SCHM stock, worth $1.37 Million. This represents 1.58% of its overall portfolio holdings.

Number of Shares
47,491
Previous 51,834 8.38%
Holding current value
$1.37 Million
Previous $4.22 Billion 12.43%
% of portfolio
1.58%
Previous 1.83%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Sep 03, 2024
SELL
$75.69 - $81.19 $328,721 - $352,608
-4,343 Reduced 8.38%
47,491 $3.7 Billion
Q1 2024

Jun 07, 2024
SELL
$72.89 - $81.43 $486,176 - $543,138
-6,670 Reduced 11.4%
51,834 $4.22 Billion
Q4 2023

Feb 12, 2024
BUY
$63.01 - $75.95 $3.69 Million - $4.44 Million
58,504 New
58,504 $4.44 Billion

Others Institutions Holding SCHM

# of Institutions
980
Shares Held
173M
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 Clear Rock Advisors, LLC Portfolio

Follow Clear Rock 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 Clear Rock Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clear Rock Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email