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 29,349 shares of SCHX stock, worth $690,875. This represents 1.54% of its overall portfolio holdings.

Number of Shares
29,349
Previous 29,140 0.72%
Holding current value
$690,875
Previous $1.87 Billion 6.36%
% of portfolio
1.54%
Previous 1.54%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024
BUY
$61.11 - $67.85 $12,771 - $14,180
209 Added 0.72%
29,349 $1.99 Billion
Q2 2024

Aug 14, 2024
SELL
$58.7 - $64.78 $37,802 - $41,718
-644 Reduced 2.16%
29,140 $1.87 Billion
Q1 2024

May 15, 2024
BUY
$55.41 - $62.08 $8,865 - $9,932
160 Added 0.54%
29,784 $1.85 Billion
Q4 2023

May 15, 2024
BUY
$48.47 - $56.6 $1.44 Million - $1.68 Million
29,624 New
29,624 $1.67 Billion

Others Institutions Holding SCHX

# of Institutions
1,353
Shares Held
349M
Call Options Held
34.3K
Put Options Held
1.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHX Quotes by TradingView
  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
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