Clear Point Advisors Inc. Schwab Strategic Tr Us Small C Transaction History

Clear Point Advisors Inc.

$119 Billion
Q2 2025

A detailed history of Clear Point Advisors Inc. transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Clear Point Advisors Inc. holds 34,510 shares of SCHA stock, worth $965,934. This represents 0.74% of its overall portfolio holdings.

Number of Shares

34,510

Previous 35,835 3.7%

Holding current value

$965,934

Previous $840 Million 3.99%

% of portfolio

0.74%

Previous 0.75%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 16, 2025	SELL	$20.42 - $25.3 $27,056 - $33,522	-1,325 Reduced 3.7%	34,510 $873 Million
Q1 2025 Apr 21, 2025	SELL	$23.16 - $27.04 $8,731 - $10,194	-377 Reduced 1.04%	35,835 $840 Million
Q4 2024 Jan 31, 2025	BUY	$25.33 - $51.16 $459,460 - $927,991	18,139 Added 100.37%	36,212 $936 Million
Q3 2024 Nov 08, 2024	SELL	$46.9 - $51.96 $13,225 - $14,652	-282 Reduced 1.54%	18,073 $931 Million
Q1 2024 May 15, 2024	SELL	$44.84 - $49.24 $17,756 - $19,499	-396 Reduced 2.11%	18,355 $904 Million
Q4 2023 May 15, 2024	BUY	$38.13 - $48.02 $714,975 - $900,423	18,751 New	18,751 $884 Million

Others Institutions Holding SCHA

# of Institutions

1,277

Shares Held

257M

Call Options Held

61.6K

Put Options Held

2.1K

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
Sector ETFs
Industry ETFs

More about SCHA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Clear Point Advisors Inc., based on Form 13F filings with the SEC.

News

Stay updated on Clear Point Advisors Inc. with notifications on news.

Account

Clear Point Advisors Inc. Schwab Strategic Tr Us Small C Transaction History