Clear Point Advisors Inc. Schwab Strategic U.S. Mid Cap Transaction History

Clear Point Advisors Inc.

$117 Billion
Q4 2024

A detailed history of Clear Point Advisors Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Clear Point Advisors Inc. holds 34,035 shares of SCHM stock, worth $911,797. This represents 0.81% of its overall portfolio holdings.

Number of Shares

34,035

Previous 11,402 198.5%

Holding current value

$911,797

Previous $947 Million 0.46%

% of portfolio

0.81%

Previous 0.73%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$27.54 - $83.04 $623,312 - $1.88 Million	22,633 Added 198.5%	34,035 $943 Million
Q3 2024 Nov 08, 2024	SELL	$75.47 - $83.18 $2,943 - $3,244	-39 Reduced 0.34%	11,402 $947 Million
Q2 2024 Aug 14, 2024	SELL	$75.69 - $81.19 $33,379 - $35,804	-441 Reduced 3.71%	11,441 $890 Million
Q1 2024 May 15, 2024	SELL	$72.89 - $81.43 $98,693 - $110,256	-1,354 Reduced 10.23%	11,882 $968 Million
Q4 2023 May 15, 2024	BUY	$63.01 - $75.95 $834,000 - $1.01 Million	13,236 New	13,236 $997 Million

Others Institutions Holding SCHM

# of Institutions

1,011

Shares Held

275M

Call Options Held

15K

Put Options Held

1.1K

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
Sector ETFs
Industry ETFs

More about SCHM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Clear Point Advisors Inc., based on Form 13F filings with the SEC.

News

Stay updated on Clear Point Advisors Inc. with notifications on news.

Account

Clear Point Advisors Inc. Schwab Strategic U.S. Mid Cap Transaction History