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 $929,902. This represents 3.55% of its overall portfolio holdings.

Number of Shares

40,082

Previous 42,668 6.06%

Holding current value

$929,902

Previous $2.74 Million 0.8%

% of portfolio

3.55%

Previous 3.58%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,351

Shares Held

348M

Call Options Held

34.3K

Put Options Held

1.2K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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