Clear Perspectives Financial Planning, LLC Schwab Strategic Tr Us Small C Transaction History

Clear Perspectives Financial Planning, LLC

  • $178 Million
  • Q1 2023

A detailed history of Clear Perspectives Financial Planning, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Clear Perspectives Financial Planning, LLC holds 600 shares of SCHA stock, worth $16,458. This represents 0.01% of its overall portfolio holdings.

Number of Shares
600
Previous 771 22.18%
Holding current value
$16,458
Previous $31,000 19.35%
% of portfolio
0.01%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 11, 2023
SELL
$39.82 - $46.36 $6,809 - $7,927
-171 Reduced 22.18%
600 $25,000
Q4 2022

Feb 13, 2023
BUY
$38.25 - $43.54 $6,540 - $7,445
171 Added 28.5%
771 $31,000
Q1 2022

May 12, 2022
BUY
$44.42 - $51.73 $12,704 - $14,794
286 Added 91.08%
600 $28,000
Q4 2021

Feb 09, 2022
SELL
$48.64 - $55.07 $24,320 - $27,535
-500 Reduced 61.43%
314 $32,000
Q4 2020

Feb 01, 2021
BUY
$34.66 - $45.17 $28,213 - $36,768
814 New
814 $72,000

Others Institutions Holding SCHA

# of Institutions
1,324
Shares Held
261M
Call Options Held
104K
Put Options Held
2.1K
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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