Mc Clarren Financial Advisors, Inc. Schwab Strategic U.S. Mid Cap 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 U.S. Mid Cap stock. As of the latest transaction made, Mc Clarren Financial Advisors, Inc. holds 748 shares of SCHM stock, worth $20,038. This represents 0.06% of its overall portfolio holdings.

Number of Shares

748

Holding current value

$20,038

% of portfolio

0.06%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	BUY	$27.54 - $83.04 $20,599 - $62,113	748 New	748 $20,000
Q2 2024 Jul 26, 2024	BUY	$75.69 - $81.19 $5,828 - $6,251	77 New	77 $19,000
Q4 2023 Feb 02, 2024	BUY	$63.01 - $75.95 $126 - $151	2 Added 0.82%	246 $19,000
Q2 2023 Aug 04, 2023	SELL	$65.29 - $71.03 $64,637 - $70,319	-990 Reduced 80.23%	244 $17,000
Q1 2023 May 05, 2023	SELL	$64.24 - $73.9 $192 - $221	-3 Reduced 0.24%	1,234 $83,000
Q4 2022 Jan 30, 2023	BUY	$61.05 - $69.94 $61 - $69	1 Added 0.08%	1,237 $81,000
Q3 2022 Oct 31, 2022	BUY	$60.5 - $72.51 $74,778 - $89,622	1,236 New	1,236 $74,000
Q2 2022 Aug 11, 2022	SELL	$60.91 - $76.4 $75,467 - $94,659	-1,239 Closed	0 $0
Q1 2022 Apr 29, 2022	BUY	$70.66 - $80.89 $211 - $242	3 Added 0.24%	1,239 $94,000
Q4 2021 Jan 19, 2022	BUY	$76.01 - $83.39 $93,948 - $103,070	1,236 New	1,236 $100,000

Others Institutions Holding SCHM

# of Institutions

1,011

Shares Held

275M

Call Options Held

15K

Put Options Held

1.1K

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
Sector ETFs
Industry ETFs

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Mc Clarren Financial Advisors, Inc. Schwab Strategic U.S. Mid Cap Transaction History