Clear Point Advisors Inc. Schwab Strategic Tr Us Broad M Transaction History

Clear Point Advisors Inc.

  • $129 Billion
  • Q3 2024

A detailed history of Clear Point Advisors Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Clear Point Advisors Inc. holds 62,900 shares of SCHB stock, worth $1.44 Million. This represents 3.23% of its overall portfolio holdings.

Number of Shares
62,900
Previous 63,815 1.43%
Holding current value
$1.44 Million
Previous $4.01 Billion 4.29%
% of portfolio
3.23%
Previous 3.29%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024
SELL
$59.93 - $66.52 $54,835 - $60,865
-915 Reduced 1.43%
62,900 $4.18 Billion
Q2 2024

Aug 14, 2024
SELL
$57.57 - $63.3 $186,584 - $205,155
-3,241 Reduced 4.83%
63,815 $4.01 Billion
Q1 2024

May 15, 2024
SELL
$54.61 - $61.05 $23,646 - $26,434
-433 Reduced 0.64%
67,056 $4.08 Billion
Q4 2023

May 15, 2024
BUY
$47.61 - $55.91 $3.21 Million - $3.77 Million
67,489 New
67,489 $3.76 Billion

Others Institutions Holding SCHB

# of Institutions
1,178
Shares Held
166M
Call Options Held
172K
Put Options Held
20.7K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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