Clarity Wealth Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Clarity Wealth Advisors, LLC

$341 Million
Q3 2024

A detailed history of Clarity Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Clarity Wealth Advisors, LLC holds 5,139 shares of SCHX stock, worth $120,252. This represents 0.1% of its overall portfolio holdings.

Number of Shares

5,139

Previous 5,420 5.18%

Holding current value

$120,252

Previous $348,000 -0.0%

% of portfolio

0.1%

Previous 0.11%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 18, 2024	SELL	$61.11 - $67.85 $17,171 - $19,065	-281 Reduced 5.18%	5,139 $348,000
Q2 2024 Jul 17, 2024	SELL	$58.7 - $64.78 $1,819 - $2,008	-31 Reduced 0.57%	5,420 $348,000
Q1 2024 Apr 17, 2024	SELL	$55.41 - $62.08 $17,509 - $19,617	-316 Reduced 5.48%	5,451 $338,000
Q4 2023 Jan 10, 2024	BUY	$48.47 - $56.6 $2,568 - $2,999	53 Added 0.93%	5,767 $325,000
Q3 2023 Nov 06, 2023	SELL	$50.36 - $54.21 $56,655 - $60,986	-1,125 Reduced 16.45%	5,714 $289,000
Q2 2023 Jul 28, 2023	BUY	$47.67 - $52.37 $326,015 - $358,158	6,839 New	6,839 $358,000
Q2 2022 Jul 19, 2022	BUY	$43.35 - $54.51 $130 - $163	3 Added 0.06%	4,672 $208,000
Q1 2022 May 02, 2022	BUY	$49.51 - $57.27 $115,407 - $133,496	2,331 Added 99.7%	4,669 $251,000
Q4 2021 Jan 25, 2022	SELL	$51.9 - $57.29 $1,764 - $1,947	-34 Reduced 1.43%	2,338 $266,000
Q3 2021 Oct 20, 2021	SELL	$51.52 - $54.94 $14,580 - $15,548	-283 Reduced 10.66%	2,372 $246,000
Q2 2021 Aug 12, 2021	SELL	$48.62 - $52.01 $49,008 - $52,426	-1,008 Reduced 27.52%	2,655 $276,000
Q1 2021 Apr 28, 2021	BUY	$44.9 - $48.34 $2,783 - $2,997	62 Added 1.72%	3,663 $351,000
Q4 2020 Feb 04, 2021	BUY	$39.35 - $45.48 $3,305 - $3,820	84 Added 2.39%	3,601 $327,000
Q3 2020 Oct 13, 2020	SELL	$37.26 - $43.03 $19,412 - $22,418	-521 Reduced 12.9%	3,517 $283,000
Q2 2020 Aug 04, 2020	SELL	$29.25 - $38.76 $3,451 - $4,573	-118 Reduced 2.84%	4,038 $299,000
Q1 2020 Apr 29, 2020	BUY	$26.61 - $40.52 $12,134 - $18,477	456 Added 12.32%	4,156 $254,000
Q4 2019 Feb 10, 2020	BUY	$34.42 - $38.54 $127,354 - $142,598	3,700 New	3,700 $284,000

Others Institutions Holding SCHX

# of Institutions

1,353

Shares Held

349M

Call Options Held

34.3K

Put Options Held

1.2K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHX
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Clarity Wealth Advisors, LLC Schwab Strategic Tr Us Large C Transaction History