Clear Point Advisors Inc. Schwab Strategic Tr Us Small C Transaction History

Clear Point Advisors Inc.

$119 Billion
Q2 2025

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 34,510 shares of SCHA stock, worth $889,322. This represents 0.74% of its overall portfolio holdings.

Number of Shares

34,510

Previous 35,835 3.7%

Holding current value

$889,322

Previous $840 Million 3.99%

% of portfolio

0.74%

Previous 0.75%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 16, 2025	SELL	$20.42 - $25.3 $27,056 - $33,522	-1,325 Reduced 3.7%	34,510 $873 Million
Q1 2025 Apr 21, 2025	SELL	$23.16 - $27.04 $8,731 - $10,194	-377 Reduced 1.04%	35,835 $840 Million
Q4 2024 Jan 31, 2025	BUY	$25.33 - $51.16 $459,460 - $927,991	18,139 Added 100.37%	36,212 $936 Million
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

# of Institutions

1,265

Shares Held

257M

Call Options Held

58.5K

Put Options Held

4.8K

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
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Clear Point Advisors Inc. Schwab Strategic Tr Us Small C Transaction History