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

Clear Investment Research, LLC

  • $76.6 Million
  • Q3 2024

A detailed history of Clear Investment Research, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Clear Investment Research, LLC holds 7,158 shares of SCHG stock, worth $196,129. This represents 0.97% of its overall portfolio holdings.

Number of Shares
7,158
Previous 7,158 -0.0%
Holding current value
$196,129
Previous $721,000 3.33%
% of portfolio
0.97%
Previous 0.94%

Shares

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

Aug 08, 2024
SELL
$87.04 - $101.61 $5,048 - $5,893
-58 Reduced 0.8%
7,158 $721,000
Q1 2024

May 02, 2024
SELL
$80.6 - $93.32 $2,659 - $3,079
-33 Reduced 0.46%
7,216 $669,000
Q4 2023

Feb 12, 2024
SELL
$70.08 - $83.37 $12,264 - $14,589
-175 Reduced 2.36%
7,249 $601,000
Q3 2023

Nov 07, 2023
BUY
$71.99 - $78.02 $2,735 - $2,964
38 Added 0.51%
7,424 $539,000
Q2 2023

Aug 09, 2023
BUY
$63.6 - $74.95 $50,625 - $59,660
796 Added 12.08%
7,386 $553,000
Q4 2022

Feb 10, 2023
BUY
$54.31 - $60.76 $4,018 - $4,496
74 Added 1.14%
6,590 $366,000
Q2 2022

Aug 05, 2022
BUY
$55.73 - $76.55 $55 - $76
1 Added 0.02%
6,516 $378,000
Q1 2022

May 02, 2022
BUY
$65.63 - $82.62 $216,710 - $272,811
3,302 Added 102.77%
6,515 $487,000
Q4 2021

Jan 24, 2022
BUY
$73.11 - $83.4 $6,287 - $7,172
86 Added 2.75%
3,213 $526,000
Q2 2021

Jul 29, 2021
BUY
$65.3 - $73.24 $1,567 - $1,757
24 Added 0.77%
3,127 $456,000
Q3 2020

Nov 04, 2020
BUY
$51.42 - $61.56 $17,225 - $20,622
335 Added 12.1%
3,103 $357,000
Q2 2020

Jul 27, 2020
BUY
$37.99 - $51.32 $5,850 - $7,903
154 Added 5.89%
2,768 $281,000
Q2 2019

Aug 05, 2019
SELL
N/A
-222 Reduced 7.83%
2,614 $218,000
Q1 2019

May 06, 2019
BUY
N/A
95 Added 3.47%
2,836 $225,000
Q4 2018

Feb 07, 2019
SELL
N/A
-254 Reduced 8.48%
2,741 $189,000
Q3 2018

Nov 14, 2018
SELL
N/A
-702 Reduced 18.99%
2,995 $246,000
Q1 2018

Apr 18, 2018
SELL
N/A
-24 Reduced 0.64%
3,697 $265,000
Q3 2017

Oct 30, 2017
BUY
N/A
3,721
3,721 $246,000

Others Institutions Holding SCHG

# of Institutions
1,309
Shares Held
181M
Call Options Held
140K
Put Options Held
91.5K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHG Quotes by TradingView
  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
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