Clear Perspectives Financial Planning, LLC Schwab Strategic Tr Us Large 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 Large C stock. As of the latest transaction made, Clear Perspectives Financial Planning, LLC holds 900 shares of SCHG stock, worth $24,804. This represents 0.03% of its overall portfolio holdings.

Number of Shares
900
Previous 900 -0.0%
Holding current value
$24,804
Previous $50,000 16.0%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Feb 13, 2023
SELL
$54.31 - $60.76 $95,748 - $107,119
-1,763 Reduced 66.2%
900 $50,000
Q3 2022

Nov 09, 2022
SELL
$55.81 - $69.25 $82,431 - $102,282
-1,477 Reduced 35.68%
2,663 $149,000
Q2 2022

Aug 11, 2022
SELL
$55.73 - $76.55 $489,365 - $672,185
-8,781 Reduced 67.96%
4,140 $240,000
Q1 2022

May 12, 2022
BUY
$65.63 - $82.62 $334,187 - $420,701
5,092 Added 65.04%
12,921 $967,000
Q4 2021

Feb 09, 2022
SELL
$73.11 - $83.4 $43,281 - $49,372
-592 Reduced 7.03%
7,829 $1.28 Million
Q3 2021

Nov 05, 2021
BUY
$73.24 - $78.94 $21,166 - $22,813
289 Added 3.55%
8,421 $1.25 Million
Q2 2021

Aug 05, 2021
SELL
$65.3 - $73.24 $192,961 - $216,424
-2,955 Reduced 26.65%
8,132 $1.19 Million
Q1 2021

May 06, 2021
SELL
$61.41 - $68.35 $26,713 - $29,732
-435 Reduced 3.78%
11,087 $1.44 Million
Q4 2020

Feb 01, 2021
BUY
$55.95 - $64.38 $644,655 - $741,786
11,522 New
11,522 $1.48 Million

Others Institutions Holding SCHG

# of Institutions
1,309
Shares Held
181M
Call Options Held
140K
Put Options Held
91.5K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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