A detailed history of Clear Point Advisors Inc. transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Clear Point Advisors Inc. holds 18,073 shares of SCHA stock, worth $477,488. This represents 0.72% of its overall portfolio holdings.

Number of Shares
18,073
Previous 18,355 1.54%
Holding current value
$477,488
Previous $871 Million 6.87%
% of portfolio
0.72%
Previous 0.72%

Shares

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

Nov 08, 2024

SELL
$46.9 - $51.96 $13,225 - $14,652
-282 Reduced 1.54%
18,073 $931 Million
Q1 2024

May 15, 2024

SELL
$44.84 - $49.24 $17,756 - $19,499
-396 Reduced 2.11%
18,355 $904 Million
Q4 2023

May 15, 2024

BUY
$38.13 - $48.02 $714,975 - $900,423
18,751 New
18,751 $884 Million

Others Institutions Holding SCHA

About SCHWAB STRATEGIC TR US SMALL-C


  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
Track This Portfolio

Track Clear Point Advisors Inc. Portfolio

Follow Clear Point Advisors Inc. 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 Point Advisors Inc., based on Form 13F filings with the SEC.

News

Stay updated on Clear Point Advisors Inc. with notifications on news.