Clear Point Advisors Inc. Schwab Strategic U.S. Mid Cap Transaction History

Clear Point Advisors Inc.

  • $129 Billion
  • Q3 2024

A detailed history of Clear Point Advisors Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Clear Point Advisors Inc. holds 11,402 shares of SCHM stock, worth $320,282. This represents 0.73% of its overall portfolio holdings.

Number of Shares
11,402
Previous 11,441 0.34%
Holding current value
$320,282
Previous $890 Million 6.4%
% of portfolio
0.73%
Previous 0.73%

Shares

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

Nov 08, 2024
SELL
$75.47 - $83.18 $2,943 - $3,244
-39 Reduced 0.34%
11,402 $947 Million
Q2 2024

Aug 14, 2024
SELL
$75.69 - $81.19 $33,379 - $35,804
-441 Reduced 3.71%
11,441 $890 Million
Q1 2024

May 15, 2024
SELL
$72.89 - $81.43 $98,693 - $110,256
-1,354 Reduced 10.23%
11,882 $968 Million
Q4 2023

May 15, 2024
BUY
$63.01 - $75.95 $834,000 - $1.01 Million
13,236 New
13,236 $997 Million

Others Institutions Holding SCHM

# of Institutions
950
Shares Held
108M
Call Options Held
8.1K
Put Options Held
3.6K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
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.

Choose your preferred platform and Sign Up 👇 Telegram Email