Clear Point Advisors Inc. Schwab Strategic Tr Us Dividen Transaction History

Clear Point Advisors Inc.

$119 Billion
Q2 2025

A detailed history of Clear Point Advisors Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Clear Point Advisors Inc. holds 27,202 shares of SCHD stock, worth $739,350. This represents 0.61% of its overall portfolio holdings.

Number of Shares

27,202

Previous 30,008 9.35%

Holding current value

$739,350

Previous $839 Million 14.09%

% of portfolio

0.61%

Previous 0.75%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 16, 2025	SELL	$24.32 - $27.87 $68,241 - $78,203	-2,806 Reduced 9.35%	27,202 $721 Million
Q1 2025 Apr 21, 2025	BUY	$27.01 - $28.54 $10,912 - $11,530	404 Added 1.36%	30,008 $839 Million
Q4 2024 Jan 31, 2025	BUY	$26.93 - $84.95 $532,729 - $1.68 Million	19,782 Added 201.41%	29,604 $809 Million
Q3 2024 Nov 08, 2024	BUY	$77.02 - $85.06 $7,933 - $8,761	103 Added 1.06%	9,822 $830 Million
Q1 2024 May 15, 2024	BUY	$75.25 - $80.63 $7,449 - $7,982	99 Added 1.03%	9,719 $784 Million
Q4 2023 May 15, 2024	BUY	$66.9 - $76.32 $643,578 - $734,198	9,620 New	9,620 $732 Million

Others Institutions Holding SCHD

# of Institutions

2,011

Shares Held

889M

Call Options Held

4.51M

Put Options Held

2.75M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
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Clear Point Advisors Inc. Schwab Strategic Tr Us Dividen Transaction History