Clearstead Advisors, LLC Schwab Strategic Tr Us Broad M Transaction History

Clearstead Advisors, LLC

  • $6.44 Billion
  • Q4 2024

A detailed history of Clearstead Advisors, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Clearstead Advisors, LLC holds 12,892 shares of SCHB stock, worth $281,819. This represents 0.0% of its overall portfolio holdings.

Number of Shares
12,892
Previous 3,653 252.92%
Holding current value
$281,819
Previous $242,000 20.66%
% of portfolio
0.0%
Previous 0.0%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
BUY
$22.01 - $66.82 $203,350 - $617,349
9,239 Added 252.92%
12,892 $292,000
Q3 2024

Nov 13, 2024
SELL
$59.93 - $66.52 $47,164 - $52,351
-787 Reduced 17.73%
3,653 $242,000
Q2 2024

Aug 09, 2024
BUY
$57.57 - $63.3 $1,381 - $1,519
24 Added 0.54%
4,440 $279,000
Q1 2024

May 14, 2024
BUY
$54.61 - $61.05 $6,498 - $7,264
119 Added 2.77%
4,416 $269,000
Q4 2023

Feb 12, 2024
BUY
$47.61 - $55.91 $56,417 - $66,253
1,185 Added 38.08%
4,297 $239,000
Q3 2023

Nov 07, 2023
BUY
$49.59 - $53.57 $21,125 - $22,820
426 Added 15.86%
3,112 $155,000
Q2 2023

Aug 07, 2023
BUY
$47.08 - $51.7 $66,241 - $72,741
1,407 Added 110.01%
2,686 $138,000
Q1 2023

May 09, 2023
BUY
$44.47 - $49.23 $133 - $147
3 Added 0.24%
1,279 $61,000
Q4 2022

Feb 14, 2023
SELL
$41.94 - $47.81 $4,697 - $5,354
-112 Reduced 8.07%
1,276 $57,000
Q3 2022

Nov 14, 2022
BUY
$41.99 - $50.63 $13,310 - $16,049
317 Added 29.6%
1,388 $58,000
Q2 2022

Aug 12, 2022
BUY
$42.93 - $53.98 $2,747 - $3,454
64 Added 6.36%
1,071 $47,000
Q1 2022

May 04, 2022
BUY
$49.15 - $56.85 $33,569 - $38,828
683 Added 210.8%
1,007 $54,000
Q4 2021

Feb 14, 2022
BUY
$51.87 - $56.86 $14,367 - $15,750
277 Added 589.36%
324 $37,000
Q3 2021

Nov 12, 2021
BUY
$51.32 - $54.83 $2,412 - $2,577
47 New
47 $5,000
Q2 2020

Aug 11, 2020
SELL
$28.84 - $38.49 $22,437 - $29,945
-778 Closed
0 $0
Q1 2020

May 14, 2020
BUY
$26.18 - $40.44 $20,368 - $31,462
778 New
778 $47,000

Others Institutions Holding SCHB

# of Institutions
1,264
Shares Held
423M
Call Options Held
365K
Put Options Held
32.6K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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

Track Clearstead Advisors, LLC Portfolio

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

News

Stay updated on Clearstead Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email