A detailed history of Clear Point Advisors Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Clear Point Advisors Inc. holds 260 shares of SCHV stock, worth $6,783. This represents 0.02% of its overall portfolio holdings.

Number of Shares
260
Previous 257 1.17%
Holding current value
$6,783
Previous $19.1 Million 9.73%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 08, 2024

BUY
$73.43 - $80.37 $220 - $241
3 Added 1.17%
260 $20.9 Million
Q1 2024

May 15, 2024

BUY
$68.82 - $75.98 $68 - $75
1 Added 0.39%
257 $19.5 Million
Q4 2023

May 15, 2024

BUY
$61.16 - $70.24 $15,656 - $17,981
256 New
256 $17.9 Million

Others Institutions Holding SCHV

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHV
  • Sector ETFs
  • Industry ETFs
More about SCHV
Track This Portfolio

Track Clear Point Advisors Inc. Portfolio

Follow Clear Point Advisors Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Clear Point Advisors Inc., based on Form 13F filings with the SEC.

News

Stay updated on Clear Point Advisors Inc. with notifications on news.