Clear Point Advisors Inc. Schwab Strategic U.S. Mid Cap Transaction History

Clear Point Advisors Inc.

$122 Billion
Q2 2024

A detailed history of Clear Point Advisors Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Clear Point Advisors Inc. holds 11,441 shares of SCHM stock, worth $950,060. This represents 0.73% of its overall portfolio holdings.

Number of Shares

11,441

Previous 11,882 3.71%

Holding current value

$950,060

Previous $968 Million 7.97%

% of portfolio

0.73%

Previous 0.8%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 14, 2024	SELL	$75.69 - $81.19 $33,379 - $35,804	-441 Reduced 3.71%	11,441 $890 Million
Q1 2024 May 15, 2024	SELL	$72.89 - $81.43 $98,693 - $110,256	-1,354 Reduced 10.23%	11,882 $968 Million
Q4 2023 May 15, 2024	BUY	$63.01 - $75.95 $834,000 - $1.01 Million	13,236 New	13,236 $997 Million

Others Institutions Holding SCHM

# of Institutions

912

Shares Held

94.8M

Call Options Held

6.2K

Put Options Held

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
Sector ETFs
Industry ETFs

More about SCHM

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Clear Point Advisors Inc. Schwab Strategic U.S. Mid Cap Transaction History