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

Clear Investment Research, LLC

$75.4 Million
Q4 2024

A detailed history of Clear Investment Research, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Clear Investment Research, LLC holds 20,761 shares of SCHV stock, worth $565,529. This represents 0.72% of its overall portfolio holdings.

Number of Shares

20,761

Previous 6,927 199.71%

Holding current value

$565,529

Previous $556,000 2.7%

% of portfolio

0.72%

Previous 0.73%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	BUY	$25.79 - $80.4 $356,778 - $1.11 Million	13,834 Added 199.71%	20,761 $541,000
Q4 2023 Feb 12, 2024	SELL	$61.16 - $70.24 $11,314 - $12,994	-185 Reduced 2.6%	6,927 $485,000
Q2 2023 Aug 09, 2023	BUY	$63.33 - $67.21 $36,794 - $39,049	581 Added 8.9%	7,112 $477,000
Q2 2020 Jul 27, 2020	BUY	$42.21 - $55.29 $69,351 - $90,841	1,643 Added 33.61%	6,531 $327,000
Q2 2019 Aug 05, 2019	SELL	N/A	-216 Reduced 4.23%	4,888 $274,000
Q1 2019 May 06, 2019	SELL	N/A	-16 Reduced 0.31%	5,104 $279,000
Q4 2018 Feb 07, 2019	BUY	N/A	214 Added 4.36%	5,120 $252,000
Q3 2018 Nov 14, 2018	SELL	N/A	-1,152 Reduced 19.02%	4,906 $275,000
Q1 2018 Apr 18, 2018	SELL	N/A	-46 Reduced 0.75%	6,058 $320,000
Q3 2017 Oct 30, 2017	BUY	N/A	6,104	6,104 $316,000

Others Institutions Holding SCHV

# of Institutions

883

Shares Held

321M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
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Clear Investment Research, LLC Schwab Strategic Tr Us Large C Transaction History