Clear Perspectives Financial Planning, LLC Schwab Strategic Tr Us Broad M 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 Broad M stock. As of the latest transaction made, Clear Perspectives Financial Planning, LLC holds 342 shares of SCHB stock, worth $8,088. This represents 0.01% of its overall portfolio holdings.

Number of Shares
342
Previous 342 -0.0%
Holding current value
$8,088
Previous $15,000 6.67%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 13, 2023
SELL
$41.94 - $47.81 $10,694 - $12,191
-255 Reduced 42.71%
342 $15,000
Q3 2022

Nov 09, 2022
BUY
$41.99 - $50.63 $25,068 - $30,226
597 New
597 $25,000

Others Institutions Holding SCHB

# of Institutions
1,255
Shares Held
431M
Call Options Held
298K
Put Options Held
31.3K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
Track This Portfolio

Track Clear Perspectives Financial Planning, LLC Portfolio

Follow Clear Perspectives Financial Planning, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Clear Perspectives Financial Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clear Perspectives Financial Planning, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email