Clearview Wealth Advisors LLC Schwab Strategic Tr Us Small C Transaction History

Clearview Wealth Advisors LLC

$130 Million
Q4 2024

A detailed history of Clearview Wealth Advisors LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Clearview Wealth Advisors LLC holds 31,568 shares of SCHA stock, worth $741,216. This represents 0.63% of its overall portfolio holdings.

Number of Shares

31,568

Previous 15,608 102.26%

Holding current value

$741,216

Previous $803,000 1.62%

% of portfolio

0.63%

Previous 0.62%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$25.33 - $51.16 $404,266 - $816,513	15,960 Added 102.26%	31,568 $816,000
Q3 2024 Oct 15, 2024	BUY	$46.9 - $51.96 $76,165 - $84,383	1,624 Added 11.61%	15,608 $803,000
Q2 2024 Jul 31, 2024	BUY	$45.24 - $49.04 $632,636 - $685,775	13,984 New	13,984 $663,000
Q2 2023 Aug 07, 2023	SELL	$39.91 - $43.82 $439 - $482	-11 Reduced 0.45%	2,443 $107,000
Q1 2023 Apr 12, 2023	SELL	$39.82 - $46.36 $14,813 - $17,245	-372 Reduced 13.16%	2,454 $102,000
Q4 2022 Jan 31, 2023	SELL	$38.25 - $43.54 $26,124 - $29,737	-683 Reduced 19.46%	2,826 $114,000
Q3 2022 Oct 18, 2022	SELL	$37.65 - $45.9 $36,708 - $44,752	-975 Reduced 21.74%	3,509 $133,000
Q2 2022 Aug 05, 2022	SELL	$37.88 - $48.01 $1.62 Million - $2.05 Million	-42,722 Reduced 90.5%	4,484 $175,000
Q1 2022 Apr 29, 2022	BUY	$44.42 - $51.73 $982,659 - $1.14 Million	22,122 Added 88.19%	47,206 $2.24 Million
Q4 2021 Feb 02, 2022	BUY	$48.64 - $55.07 $44,846 - $50,774	922 Added 3.82%	25,084 $2.57 Million
Q3 2021 Nov 02, 2021	SELL	$48.3 - $52.49 $29,221 - $31,756	-605 Reduced 2.44%	24,162 $2.42 Million
Q2 2021 Jul 30, 2021	BUY	$48.39 - $52.91 $147,783 - $161,587	3,054 Added 14.07%	24,767 $2.58 Million
Q1 2021 May 06, 2021	BUY	$43.89 - $52.63 $952,983 - $1.14 Million	21,713 New	21,713 $2.16 Million

Others Institutions Holding SCHA

# of Institutions

1,255

Shares Held

274M

Call Options Held

66.4K

Put Options Held

2.7K

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About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
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Clearview Wealth Advisors LLC Schwab Strategic Tr Us Small C Transaction History