Clearview Wealth Advisors LLC Schwab Strategic Tr Us Small C Transaction History

Clearview Wealth Advisors LLC

  • $129 Million
  • Q3 2024

A detailed history of Clearview Wealth Advisors LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Clearview Wealth Advisors LLC holds 15,608 shares of SCHA stock, worth $412,363. This represents 0.62% of its overall portfolio holdings.

Number of Shares
15,608
Previous 13,984 11.61%
Holding current value
$412,363
Previous $663,000 21.12%
% of portfolio
0.62%
Previous 0.58%

Shares

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

Oct 15, 2024
BUY
$46.9 - $51.96 $76,165 - $84,383
1,624 Added 11.61%
15,608 $803,000
Q2 2024

Jul 31, 2024
BUY
$45.24 - $49.04 $632,636 - $685,775
13,984 New
13,984 $663,000
Q2 2023

Aug 07, 2023
SELL
$39.91 - $43.82 $439 - $482
-11 Reduced 0.45%
2,443 $107,000
Q1 2023

Apr 12, 2023
SELL
$39.82 - $46.36 $14,813 - $17,245
-372 Reduced 13.16%
2,454 $102,000
Q4 2022

Jan 31, 2023
SELL
$38.25 - $43.54 $26,124 - $29,737
-683 Reduced 19.46%
2,826 $114,000
Q3 2022

Oct 18, 2022
SELL
$37.65 - $45.9 $36,708 - $44,752
-975 Reduced 21.74%
3,509 $133,000
Q2 2022

Aug 05, 2022
SELL
$37.88 - $48.01 $1.62 Million - $2.05 Million
-42,722 Reduced 90.5%
4,484 $175,000
Q1 2022

Apr 29, 2022
BUY
$44.42 - $51.73 $982,659 - $1.14 Million
22,122 Added 88.19%
47,206 $2.24 Million
Q4 2021

Feb 02, 2022
BUY
$48.64 - $55.07 $44,846 - $50,774
922 Added 3.82%
25,084 $2.57 Million
Q3 2021

Nov 02, 2021
SELL
$48.3 - $52.49 $29,221 - $31,756
-605 Reduced 2.44%
24,162 $2.42 Million
Q2 2021

Jul 30, 2021
BUY
$48.39 - $52.91 $147,783 - $161,587
3,054 Added 14.07%
24,767 $2.58 Million
Q1 2021

May 06, 2021
BUY
$43.89 - $52.63 $952,983 - $1.14 Million
21,713 New
21,713 $2.16 Million

Others Institutions Holding SCHA

# of Institutions
1,147
Shares Held
147M
Call Options Held
55.6K
Put Options Held
7.8K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

SCHA Quotes by TradingView
  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
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