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

Clear Perspectives Financial Planning, LLC

  • $178 Million
  • Q1 2023

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Aug 11, 2022
SELL
$46.81 - $48.49 $91,653 - $94,943
-1,958 Closed
0 $0
Q1 2022

May 12, 2022
SELL
$48.35 - $50.5 $86,256 - $90,092
-1,784 Reduced 47.68%
1,958 $95,000
Q4 2021

Feb 09, 2022
SELL
$50.42 - $51.09 $310,839 - $314,969
-6,165 Reduced 62.23%
3,742 $189,000
Q3 2021

Nov 05, 2021
BUY
$51.05 - $51.3 $48,446 - $48,683
949 Added 10.59%
9,907 $506,000
Q2 2021

Aug 05, 2021
BUY
$50.92 - $51.3 $62,937 - $63,406
1,236 Added 16.01%
8,958 $458,000
Q1 2021

May 06, 2021
BUY
$50.81 - $51.4 $392,354 - $396,910
7,722 New
7,722 $394,000

Others Institutions Holding SCHJ

# of Institutions
115
Shares Held
6.89M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR 1 - 5 YR C

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