Clear Investment Research, LLC Schwab Strategic Tr Us Small C Transaction History

Clear Investment Research, LLC

  • $75.4 Million
  • Q4 2024

A detailed history of Clear Investment Research, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Clear Investment Research, LLC holds 23,280 shares of SCHA stock, worth $531,482. This represents 0.8% of its overall portfolio holdings.

Number of Shares
23,280
Previous 11,654 99.76%
Holding current value
$531,482
Previous $600,000 0.33%
% of portfolio
0.8%
Previous 0.78%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
BUY
$25.33 - $51.16 $294,486 - $594,786
11,626 Added 99.76%
23,280 $602,000
Q3 2024

Nov 12, 2024
SELL
$46.9 - $51.96 $30,156 - $33,410
-643 Reduced 5.23%
11,654 $600,000
Q2 2024

Aug 08, 2024
BUY
$45.24 - $49.04 $90 - $98
2 Added 0.02%
12,297 $583,000
Q4 2023

Feb 12, 2024
SELL
$38.13 - $48.02 $35,079 - $44,178
-920 Reduced 6.96%
12,295 $580,000
Q3 2023

Nov 07, 2023
SELL
$40.85 - $46.1 $1,143 - $1,290
-28 Reduced 0.21%
13,215 $547,000
Q2 2023

Aug 09, 2023
BUY
$39.91 - $43.82 $34,362 - $37,729
861 Added 6.95%
13,243 $580,000
Q1 2023

May 09, 2023
BUY
$39.82 - $46.36 $5,335 - $6,212
134 Added 1.09%
12,382 $519,000
Q4 2022

Feb 10, 2023
BUY
$38.25 - $43.54 $1,185 - $1,349
31 Added 0.25%
12,248 $496,000
Q2 2022

Aug 05, 2022
SELL
$37.88 - $48.01 $3,598 - $4,560
-95 Reduced 0.77%
12,217 $476,000
Q1 2022

May 02, 2022
BUY
$44.42 - $51.73 $275,093 - $320,363
6,193 Added 101.21%
12,312 $583,000
Q4 2021

Jan 24, 2022
BUY
$48.64 - $55.07 $2,188 - $2,478
45 Added 0.74%
6,119 $627,000
Q2 2021

Jul 29, 2021
SELL
$48.39 - $52.91 $96 - $105
-2 Reduced 0.03%
6,074 $633,000
Q1 2021

May 05, 2021
SELL
$43.89 - $52.63 $438 - $526
-10 Reduced 0.16%
6,076 $606,000
Q4 2020

Feb 10, 2021
SELL
$34.66 - $45.17 $1,732 - $2,258
-50 Reduced 0.81%
6,086 $542,000
Q3 2020

Nov 04, 2020
SELL
$32.09 - $36.38 $5,808 - $6,584
-181 Reduced 2.87%
6,136 $419,000
Q2 2020

Jul 27, 2020
BUY
$23.59 - $35.22 $11,842 - $17,680
502 Added 8.63%
6,317 $413,000
Q4 2019

Feb 04, 2020
BUY
$33.63 - $38.03 $9,584 - $10,838
285 Added 5.15%
5,815 $440,000
Q2 2019

Aug 05, 2019
BUY
N/A
276 Added 5.25%
5,530 $395,000
Q1 2019

May 06, 2019
BUY
N/A
193 Added 3.81%
5,254 $367,000
Q4 2018

Feb 07, 2019
BUY
N/A
179 Added 3.67%
5,061 $307,000
Q3 2018

Nov 14, 2018
BUY
N/A
1,192 Added 32.3%
4,882 $371,000
Q3 2017

Oct 30, 2017
BUY
N/A
3,690
3,690 $249,000

Others Institutions Holding SCHA

# of Institutions
1,261
Shares Held
269M
Call Options Held
66.4K
Put Options Held
2.7K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

SCHA Quotes by TradingView
  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
Track This Portfolio

Track Clear Investment Research, LLC Portfolio

Follow Clear Investment Research, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Clear Investment Research, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clear Investment Research, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email