Clear Point Advisors Inc. Schwab Strategic Tr Us Large C Transaction History

Clear Point Advisors Inc.

$129 Billion
Q3 2024

A detailed history of Clear Point Advisors Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Clear Point Advisors Inc. holds 103,623 shares of SCHG stock, worth $2.95 Million. This represents 8.35% of its overall portfolio holdings.

Number of Shares

103,623

Previous 103,668 0.04%

Holding current value

$2.95 Million

Previous $10.5 Billion 3.27%

% of portfolio

8.35%

Previous 8.59%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	SELL	$92.63 - $105.69 $4,168 - $4,756	-45 Reduced 0.04%	103,623 $10.8 Billion
Q2 2024 Aug 14, 2024	BUY	$87.04 - $101.61 $125,511 - $146,521	1,442 Added 1.41%	103,668 $10.5 Billion
Q1 2024 May 15, 2024	BUY	$80.6 - $93.32 $3,868 - $4,479	48 Added 0.05%	102,226 $9.48 Billion
Q4 2023 May 15, 2024	BUY	$70.08 - $83.37 $7.16 Million - $8.52 Million	102,178 New	102,178 $8.49 Billion

Others Institutions Holding SCHG

# of Institutions

1,314

Shares Held

181M

Call Options Held

140K

Put Options Held

91.5K

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About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
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Clear Point Advisors Inc. Schwab Strategic Tr Us Large C Transaction History