Clearview Wealth Advisors LLC Schwab Strategic Tr Us Emergin Transaction History

Clearview Wealth Advisors LLC

  • $131 Million
  • Q1 2025

A detailed history of Clearview Wealth Advisors LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Clearview Wealth Advisors LLC holds 20,569 shares of SCHE stock, worth $553,717. This represents 0.43% of its overall portfolio holdings.

Number of Shares
20,569
Previous 19,911 3.3%
Holding current value
$553,717
Previous $530,000 6.98%
% of portfolio
0.43%
Previous 0.41%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025
BUY
$25.81 - $28.52 $16,982 - $18,766
658 Added 3.3%
20,569 $567,000
Q4 2024

Jan 24, 2025
BUY
$26.63 - $30.23 $11,557 - $13,119
434 Added 2.23%
19,911 $530,000
Q3 2024

Oct 15, 2024
BUY
$25.45 - $29.53 $58,305 - $67,653
2,291 Added 13.33%
19,477 $568,000
Q2 2024

Jul 31, 2024
BUY
$24.67 - $27.2 $423,978 - $467,459
17,186 New
17,186 $456,000

Others Institutions Holding SCHE

# of Institutions
838
Shares Held
144M
Call Options Held
24.2K
Put Options Held
300
View Full List

About SCHWAB STRATEGIC TR US EMERGIN

SCHE Quotes by TradingView
  • Ticker SCHE
  • Sector ETFs
  • Industry ETFs
More about SCHE
Track This Portfolio

Track Clearview Wealth Advisors LLC Portfolio

Follow Clearview Wealth Advisors LLC 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 Clearview Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clearview Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email