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 40,082 shares of SCHX stock, worth $937,918. This represents 3.55% of its overall portfolio holdings.

Number of Shares
40,082
Previous 42,668 6.06%
Holding current value
$937,918
Previous $2.74 Million 0.8%
% of portfolio
3.55%
Previous 3.58%

Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$61.11 - $67.85 $158,030 - $175,460
-2,586 Reduced 6.06%
40,082 $2.72 Million
Q2 2024

Aug 08, 2024
BUY
$58.7 - $64.78 $13,618 - $15,028
232 Added 0.55%
42,668 $2.74 Million
Q1 2024

May 02, 2024
SELL
$55.41 - $62.08 $5,762 - $6,456
-104 Reduced 0.24%
42,436 $2.63 Million
Q4 2023

Feb 12, 2024
SELL
$48.47 - $56.6 $35,189 - $41,091
-726 Reduced 1.68%
42,540 $2.4 Million
Q3 2023

Nov 07, 2023
SELL
$50.36 - $54.21 $201 - $216
-4 Reduced 0.01%
43,266 $2.19 Million
Q2 2023

Aug 09, 2023
BUY
$47.67 - $52.37 $118,126 - $129,772
2,478 Added 6.07%
43,270 $2.27 Million
Q1 2023

May 09, 2023
SELL
$44.78 - $49.41 $6,582 - $7,263
-147 Reduced 0.36%
40,792 $1.97 Million
Q4 2022

Feb 10, 2023
BUY
$42.25 - $48.16 $9,041 - $10,306
214 Added 0.53%
40,939 $1.85 Million
Q3 2022

Nov 01, 2022
BUY
$42.35 - $51.01 $42 - $51
1 Added 0.0%
40,725 $1.73 Million
Q2 2022

Aug 05, 2022
SELL
$43.35 - $54.51 $20,504 - $25,783
-473 Reduced 1.15%
40,724 $1.82 Million
Q1 2022

May 02, 2022
BUY
$49.51 - $57.27 $1.02 Million - $1.18 Million
20,652 Added 100.52%
41,197 $2.22 Million
Q4 2021

Jan 24, 2022
BUY
$51.9 - $57.29 $9,653 - $10,655
186 Added 0.91%
20,545 $2.34 Million
Q2 2021

Jul 29, 2021
SELL
$48.62 - $52.01 $3,938 - $4,212
-81 Reduced 0.4%
20,359 $2.12 Million
Q1 2021

May 05, 2021
SELL
$44.9 - $48.34 $2,738 - $2,948
-61 Reduced 0.3%
20,440 $1.06 Million
Q4 2020

Feb 10, 2021
BUY
$39.35 - $45.48 $29,748 - $34,382
756 Added 3.83%
20,501 $1.87 Million
Q3 2020

Nov 04, 2020
BUY
$37.26 - $43.03 $16,841 - $19,449
452 Added 2.34%
19,745 $1.59 Million
Q2 2020

Jul 27, 2020
BUY
$29.25 - $38.76 $44,869 - $59,457
1,534 Added 8.64%
19,293 $1.43 Million
Q1 2020

May 05, 2020
BUY
$26.61 - $40.52 $345 - $526
13 Added 0.07%
17,759 $1.09 Million
Q4 2019

Feb 04, 2020
BUY
$34.42 - $38.54 $41,510 - $46,479
1,206 Added 7.29%
17,746 $1.36 Million
Q2 2019

Aug 05, 2019
BUY
N/A
1,799 Added 12.2%
16,540 $1.16 Million
Q1 2019

May 06, 2019
BUY
N/A
1,291 Added 9.6%
14,741 $997,000
Q4 2018

Feb 07, 2019
BUY
N/A
93 Added 0.7%
13,450 $803,000
Q3 2018

Nov 14, 2018
BUY
N/A
2,756 Added 26.0%
13,357 $929,000
Q1 2018

Apr 18, 2018
SELL
N/A
-41 Reduced 0.39%
10,601 $669,000
Q3 2017

Oct 30, 2017
BUY
N/A
10,642
10,642 $639,000

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

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