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

Clear Point Advisors Inc.

  • $117 Billion
  • Q4 2024

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 36,212 shares of SCHA stock, worth $974,464. This represents 0.8% of its overall portfolio holdings.

Number of Shares
36,212
Previous 18,073 100.37%
Holding current value
$974,464
Previous $931 Million 0.61%
% of portfolio
0.8%
Previous 0.72%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,178
Shares Held
197M
Call Options Held
55.6K
Put Options Held
7.8K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

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