Clear Perspectives Financial Planning, LLC Schwab Strategic Tr Us Broad M 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 Broad M stock. As of the latest transaction made, Clear Perspectives Financial Planning, LLC holds 342 shares of SCHB stock, worth $7,999. This represents 0.01% of its overall portfolio holdings.

Number of Shares
342
Previous 342 -0.0%
Holding current value
$7,999
Previous $15,000 6.67%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 13, 2023
SELL
$41.94 - $47.81 $10,694 - $12,191
-255 Reduced 42.71%
342 $15,000
Q3 2022

Nov 09, 2022
BUY
$41.99 - $50.63 $25,068 - $30,226
597 New
597 $25,000

Others Institutions Holding SCHB

# of Institutions
1,181
Shares Held
167M
Call Options Held
172K
Put Options Held
20.7K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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