Clear Perspectives Financial Planning, LLC Schwab Intermediate Term Us Tr Transaction History

Clear Perspectives Financial Planning, LLC

$178 Million
Q1 2023

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 11, 2022	SELL	$50.08 - $52.78 $9,515 - $10,028	-190 Reduced 70.37%	80 $4,000
Q1 2022 May 12, 2022	SELL	$52.72 - $55.84 $3,954 - $4,188	-75 Reduced 21.74%	270 $14,000
Q4 2021 Feb 09, 2022	SELL	$55.82 - $56.81 $24,281 - $24,712	-435 Reduced 55.77%	345 $19,000
Q3 2021 Nov 05, 2021	SELL	$56.59 - $57.62 $23,767 - $24,200	-420 Reduced 35.0%	780 $44,000
Q2 2021 Aug 05, 2021	SELL	$56.38 - $57.16 $5.67 Million - $5.75 Million	-100,630 Reduced 98.82%	1,200 $68,000
Q1 2021 May 06, 2021	SELL	$56.41 - $58.25 $3.05 Million - $3.15 Million	-54,048 Reduced 34.67%	101,830 $5.74 Million
Q4 2020 Feb 01, 2021	BUY	$57.98 - $58.64 $9.04 Million - $9.14 Million	155,878 New	155,878 $9.08 Million

Others Institutions Holding SCHR

# of Institutions

399

Shares Held

181M

Call Options Held

1.2K

Put Options Held

16.7K

Charles Schwab Investment Management Inc San Francisco, CA

108M
Shares

$2.63 Billion
1.06% of portfolio
Royal Bank Of Canada Toronto, A6

10.7M
Shares

$260 Million
0.11% of portfolio
Ameriprise Financial Inc Minneapolis, MN

5.19M
Shares

$127 Million
0.07% of portfolio
Bank Of America Corp Charlotte, NC

4.09M
Shares

$99.7 Million
0.02% of portfolio
Stifel Financial Corp St. Louis, MO

3.9M
Shares

$95.1 Million
0.21% of portfolio

View Full List

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