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

Clear Point Advisors Inc.

$117 Billion
Q4 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 87,828 shares of SCHX stock, worth $1.95 Million. This represents 1.74% of its overall portfolio holdings.

Number of Shares

87,828

Previous 29,349 199.25%

Holding current value

$1.95 Million

Previous $1.99 Billion 2.23%

% of portfolio

1.74%

Previous 1.54%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,476

Shares Held

1.08B

Call Options Held

71.4K

Put Options Held

4.2K

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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