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

Clear Point Advisors Inc.

$117 Billion
Q4 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 188,039 shares of SCHB stock, worth $4.07 Million. This represents 3.65% of its overall portfolio holdings.

Number of Shares

188,039

Previous 62,900 198.95%

Holding current value

$4.07 Million

Previous $4.18 Billion 2.02%

% of portfolio

3.65%

Previous 3.23%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$22.01 - $66.82 $2.75 Million - $8.36 Million	125,139 Added 198.95%	188,039 $4.27 Billion
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

1,265

Shares Held

423M

Call Options Held

365K

Put Options Held

32.6K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

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