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

Clear Point Advisors Inc.

$119 Billion
Q2 2025

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 87,902 shares of SCHX stock, worth $2.2 Million. This represents 1.81% of its overall portfolio holdings.

Number of Shares

87,902

Previous 88,027 0.14%

Holding current value

$2.2 Million

Previous $1.94 Billion 10.53%

% of portfolio

1.81%

Previous 1.75%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 16, 2025	SELL	$19.6 - $24.44 $2,450 - $3,055	-125 Reduced 0.14%	87,902 $2.15 Billion
Q1 2025 Apr 21, 2025	BUY	$21.75 - $24.28 $4,328 - $4,831	199 Added 0.23%	88,027 $1.94 Billion
Q4 2024 Jan 31, 2025	BUY	$22.4 - $68.28 $1.31 Million - $3.99 Million	58,479 Added 199.25%	87,828 $2.04 Billion
Q3 2024 Nov 08, 2024	BUY	$61.11 - $67.85 $12,771 - $14,180	209 Added 0.72%	29,349 $1.99 Billion
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

1,539

Shares Held

1.13B

Call Options Held

53.9K

Put Options Held

5.4K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHX
Sector ETFs
Industry ETFs

More about SCHX

Track This Portfolio

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.

Account

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