Clear Perspectives Financial Planning, LLC Schwab Strategic Tr 1 5 Yr C Transaction History

Clear Perspectives Financial Planning, LLC

$178 Million
Q1 2023

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 11, 2022	SELL	$46.81 - $48.49 $91,653 - $94,943	-1,958 Closed	0 $0
Q1 2022 May 12, 2022	SELL	$48.35 - $50.5 $86,256 - $90,092	-1,784 Reduced 47.68%	1,958 $95,000
Q4 2021 Feb 09, 2022	SELL	$50.42 - $51.09 $310,839 - $314,969	-6,165 Reduced 62.23%	3,742 $189,000
Q3 2021 Nov 05, 2021	BUY	$51.05 - $51.3 $48,446 - $48,683	949 Added 10.59%	9,907 $506,000
Q2 2021 Aug 05, 2021	BUY	$50.92 - $51.3 $62,937 - $63,406	1,236 Added 16.01%	8,958 $458,000
Q1 2021 May 06, 2021	BUY	$50.81 - $51.4 $392,354 - $396,910	7,722 New	7,722 $394,000

Others Institutions Holding SCHJ

# of Institutions

Shares Held

4.8M

Call Options Held

Put Options Held

Charles Schwab Investment Management Inc San Francisco, CA

1.73M
Shares

$42.1 Million
0.02% of portfolio
Columbus Macro, LLC

193K
Shares

$4.7 Million
3.49% of portfolio
Envestnet Asset Management Inc

185K
Shares

$4.52 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

166K
Shares

$4.05 Million
0.0% of portfolio
Cetera Investment Advisers Schaumburg, IL

164K
Shares

$4.01 Million
0.02% of portfolio

View Full List

About SCHWAB STRATEGIC TR 1 - 5 YR C

Ticker SCHJ
Sector ETFs
Industry ETFs

More about SCHJ

Track This Portfolio

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.

Account