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 $329,973. This represents 0.73% of its overall portfolio holdings.

Number of Shares
11,402
Previous 11,441 0.34%
Holding current value
$329,973
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
965
Shares Held
149M
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
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