Clear Perspectives Financial Planning, LLC Schwab Strategic Tr Us Small C Transaction History

Clear Perspectives Financial Planning, LLC

$178 Million
Q1 2023

A detailed history of Clear Perspectives Financial Planning, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Clear Perspectives Financial Planning, LLC holds 600 shares of SCHA stock, worth $16,728. This represents 0.01% of its overall portfolio holdings.

Number of Shares

600

Previous 771 22.18%

Holding current value

$16,728

Previous $31,000 19.35%

% of portfolio

0.01%

Previous 0.02%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 11, 2023	SELL	$39.82 - $46.36 $6,809 - $7,927	-171 Reduced 22.18%	600 $25,000
Q4 2022 Feb 13, 2023	BUY	$38.25 - $43.54 $6,540 - $7,445	171 Added 28.5%	771 $31,000
Q1 2022 May 12, 2022	BUY	$44.42 - $51.73 $12,704 - $14,794	286 Added 91.08%	600 $28,000
Q4 2021 Feb 09, 2022	SELL	$48.64 - $55.07 $24,320 - $27,535	-500 Reduced 61.43%	314 $32,000
Q4 2020 Feb 01, 2021	BUY	$34.66 - $45.17 $28,213 - $36,768	814 New	814 $72,000

Others Institutions Holding SCHA

# of Institutions

1,278

Shares Held

257M

Call Options Held

61.6K

Put Options Held

2.1K

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
Sector ETFs
Industry ETFs

More about SCHA

Track This Portfolio

Portfolio Update

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

News

Stay updated on Clear Perspectives Financial Planning, LLC with notifications on news.

Account

Clear Perspectives Financial Planning, LLC Schwab Strategic Tr Us Small C Transaction History