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

Clear Point Advisors Inc.

$111 Billion
Q1 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 35,835 shares of SCHA stock, worth $865,773. This represents 0.75% of its overall portfolio holdings.

Number of Shares

35,835

Previous 36,212 1.04%

Holding current value

$865,773

Previous $936 Million 10.34%

% of portfolio

0.75%

Previous 0.8%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,258

Shares Held

245M

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