A detailed history of Clear Point Advisors Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Clear Point Advisors Inc. holds 103,668 shares of SCHG stock, worth $2.82 Million. This represents 8.59% of its overall portfolio holdings.

Number of Shares
103,668
Previous 102,226 1.41%
Holding current value
$2.82 Million
Previous $9.48 Billion 10.29%
% of portfolio
8.59%
Previous 7.79%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

BUY
$87.04 - $101.61 $125,511 - $146,521
1,442 Added 1.41%
103,668 $10.5 Billion
Q1 2024

May 15, 2024

BUY
$80.6 - $93.32 $3,868 - $4,479
48 Added 0.05%
102,226 $9.48 Billion
Q4 2023

May 15, 2024

BUY
$70.08 - $83.37 $7.16 Million - $8.52 Million
102,178 New
102,178 $8.49 Billion

Others Institutions Holding SCHG

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
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