Clear Point Advisors Inc. Schwab Strategic Tr Us Large C Transaction History

Clear Point Advisors Inc.

$122 Billion
Q2 2024

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 29,140 shares of SCHX stock, worth $681,584. This represents 1.54% of its overall portfolio holdings.

Number of Shares

29,140

Previous 29,784 2.16%

Holding current value

$681,584

Previous $1.85 Billion 1.29%

% of portfolio

1.54%

Previous 1.52%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 14, 2024	SELL	$58.7 - $64.78 $37,802 - $41,718	-644 Reduced 2.16%	29,140 $1.87 Billion
Q1 2024 May 15, 2024	BUY	$55.41 - $62.08 $8,865 - $9,932	160 Added 0.54%	29,784 $1.85 Billion
Q4 2023 May 15, 2024	BUY	$48.47 - $56.6 $1.44 Million - $1.68 Million	29,624 New	29,624 $1.67 Billion

Others Institutions Holding SCHX

# of Institutions

1,336

Shares Held

460M

Call Options Held

24.7K

Put Options Held

3.6K

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About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHX
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Clear Point Advisors Inc. Schwab Strategic Tr Us Large C Transaction History