Clear Investment Research, LLC Schwab Strategic Tr Us Small C Transaction History

Clear Investment Research, LLC

  • $76.6 Million
  • Q3 2024

A detailed history of Clear Investment Research, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Clear Investment Research, LLC holds 11,654 shares of SCHA stock, worth $305,451. This represents 0.78% of its overall portfolio holdings.

Number of Shares
11,654
Previous 12,297 5.23%
Holding current value
$305,451
Previous $583,000 2.92%
% of portfolio
0.78%
Previous 0.76%

Shares

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

Nov 12, 2024
SELL
$46.9 - $51.96 $30,156 - $33,410
-643 Reduced 5.23%
11,654 $600,000
Q2 2024

Aug 08, 2024
BUY
$45.24 - $49.04 $90 - $98
2 Added 0.02%
12,297 $583,000
Q4 2023

Feb 12, 2024
SELL
$38.13 - $48.02 $35,079 - $44,178
-920 Reduced 6.96%
12,295 $580,000
Q3 2023

Nov 07, 2023
SELL
$40.85 - $46.1 $1,143 - $1,290
-28 Reduced 0.21%
13,215 $547,000
Q2 2023

Aug 09, 2023
BUY
$39.91 - $43.82 $34,362 - $37,729
861 Added 6.95%
13,243 $580,000
Q1 2023

May 09, 2023
BUY
$39.82 - $46.36 $5,335 - $6,212
134 Added 1.09%
12,382 $519,000
Q4 2022

Feb 10, 2023
BUY
$38.25 - $43.54 $1,185 - $1,349
31 Added 0.25%
12,248 $496,000
Q2 2022

Aug 05, 2022
SELL
$37.88 - $48.01 $3,598 - $4,560
-95 Reduced 0.77%
12,217 $476,000
Q1 2022

May 02, 2022
BUY
$44.42 - $51.73 $275,093 - $320,363
6,193 Added 101.21%
12,312 $583,000
Q4 2021

Jan 24, 2022
BUY
$48.64 - $55.07 $2,188 - $2,478
45 Added 0.74%
6,119 $627,000
Q2 2021

Jul 29, 2021
SELL
$48.39 - $52.91 $96 - $105
-2 Reduced 0.03%
6,074 $633,000
Q1 2021

May 05, 2021
SELL
$43.89 - $52.63 $438 - $526
-10 Reduced 0.16%
6,076 $606,000
Q4 2020

Feb 10, 2021
SELL
$34.66 - $45.17 $1,732 - $2,258
-50 Reduced 0.81%
6,086 $542,000
Q3 2020

Nov 04, 2020
SELL
$32.09 - $36.38 $5,808 - $6,584
-181 Reduced 2.87%
6,136 $419,000
Q2 2020

Jul 27, 2020
BUY
$23.59 - $35.22 $11,842 - $17,680
502 Added 8.63%
6,317 $413,000
Q4 2019

Feb 04, 2020
BUY
$33.63 - $38.03 $9,584 - $10,838
285 Added 5.15%
5,815 $440,000
Q2 2019

Aug 05, 2019
BUY
N/A
276 Added 5.25%
5,530 $395,000
Q1 2019

May 06, 2019
BUY
N/A
193 Added 3.81%
5,254 $367,000
Q4 2018

Feb 07, 2019
BUY
N/A
179 Added 3.67%
5,061 $307,000
Q3 2018

Nov 14, 2018
BUY
N/A
1,192 Added 32.3%
4,882 $371,000
Q3 2017

Oct 30, 2017
BUY
N/A
3,690
3,690 $249,000

Others Institutions Holding SCHA

# of Institutions
1,147
Shares Held
147M
Call Options Held
55.6K
Put Options Held
7.8K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

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