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 $15,162. This represents 0.01% of its overall portfolio holdings.

Number of Shares

600

Previous 771 22.18%

Holding current value

$15,162

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

1,248

Shares Held

272M

Call Options Held

66.4K

Put Options Held

2.7K

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

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