Mc Clarren Financial Advisors, Inc. Schwab Strategic Tr Us Broad M Transaction History

Mc Clarren Financial Advisors, Inc.

$35.6 Million
Q4 2024

A detailed history of Mc Clarren Financial Advisors, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Mc Clarren Financial Advisors, Inc. holds 1,669 shares of SCHB stock, worth $39,471. This represents 0.1% of its overall portfolio holdings.

Number of Shares

1,669

Holding current value

$39,471

% of portfolio

0.1%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	BUY	$22.01 - $66.82 $36,734 - $111,522	1,669 New	1,669 $37,000
Q2 2024 Jul 26, 2024	SELL	$57.57 - $63.3 $24,582 - $27,029	-427 Reduced 77.36%	125 $34,000
Q1 2024 Jul 26, 2024	BUY	$54.61 - $61.05 $30,144 - $33,699	552 New	552 $34,000
Q4 2023 Feb 02, 2024	BUY	$47.61 - $55.91 $142 - $167	3 Added 0.55%	550 $31,000
Q3 2023 Nov 03, 2023	BUY	$49.59 - $53.57 $99 - $107	2 Added 0.37%	547 $27,000
Q2 2023 Aug 04, 2023	SELL	$47.08 - $51.7 $2,306 - $2,533	-49 Reduced 8.25%	545 $28,000
Q1 2023 May 05, 2023	BUY	$44.47 - $49.23 $88 - $98	2 Added 0.34%	594 $27,000
Q4 2022 Jan 30, 2023	BUY	$41.94 - $47.81 $125 - $143	3 Added 0.51%	592 $26,000
Q3 2022 Oct 31, 2022	BUY	$41.99 - $50.63 $24,732 - $29,821	589 New	589 $24,000

Others Institutions Holding SCHB

# of Institutions

1,255

Shares Held

431M

Call Options Held

298K

Put Options Held

31.3K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

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Mc Clarren Financial Advisors, Inc. Schwab Strategic Tr Us Broad M Transaction History