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

Clear Point Advisors Inc.

$129 Billion
Q3 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 33,667 shares of SCHA stock, worth $923,485. This represents 0.73% of its overall portfolio holdings.

Number of Shares

33,667

Previous 34,510 2.44%

Holding current value

$923,485

Previous $873 Million 7.58%

% of portfolio

0.73%

Previous 0.74%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 28, 2025	SELL	$25.29 - $28.33 $21,319 - $23,882	-843 Reduced 2.44%	33,667 $939 Million
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

1,322

Shares Held

261M

Call Options Held

104K

Put Options Held

2.1K

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

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