Clear Perspectives Financial Planning, LLC Schwab Strategic Tr 1 5 Yr C Transaction History

Clear Perspectives Financial Planning, LLC

$178 Million
Q1 2023

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 11, 2022	SELL	N/A	-1,958 Closed	0 $0
Q1 2022 May 12, 2022	SELL	N/A	-1,784 Reduced 47.68%	1,958 $95,000
Q4 2021 Feb 09, 2022	SELL	N/A	-6,165 Reduced 62.23%	3,742 $189,000
Q3 2021 Nov 05, 2021	BUY	N/A	949 Added 10.59%	9,907 $506,000
Q2 2021 Aug 05, 2021	BUY	N/A	1,236 Added 16.01%	8,958 $458,000

Q1 2021 May 06, 2021	BUY	N/A	7,722 New	7,722 $394,000

Others Institutions Holding SCHJ

# of Institutions

Shares Held

4.53M

Call Options Held

Put Options Held

Charles Schwab Investment Management Inc San Francisco, CA

1.68M
Shares

$81.1 Million
0.02% of portfolio
Envestnet Asset Management Inc

184K
Shares

$8.89 Million
0.0% of portfolio
Cetera Investment Advisers Schaumburg, IL

168K
Shares

$8.09 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

161K
Shares

$7.79 Million
0.0% of portfolio
Columbus Macro, LLC

152K
Shares

$7.36 Million
2.85% of portfolio

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About SCHWAB STRATEGIC TR 1 - 5 YR C

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