Clearview Wealth Advisors LLC Schwab Strategic Tr Us Dividen Transaction History

Clearview Wealth Advisors LLC

$131 Million
Q1 2025

A detailed history of Clearview Wealth Advisors LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Clearview Wealth Advisors LLC holds 36,588 shares of SCHD stock, worth $957,507. This represents 0.78% of its overall portfolio holdings.

Number of Shares

36,588

Previous 52,321 30.07%

Holding current value

$957,507

Previous $1.43 Million 28.41%

% of portfolio

0.78%

Previous 1.1%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	SELL	$27.01 - $28.54 $424,948 - $449,019	-15,733 Reduced 30.07%	36,588 $1.02 Million
Q4 2024 Jan 24, 2025	BUY	$26.93 - $84.95 $833,052 - $2.63 Million	30,934 Added 144.64%	52,321 $1.43 Million
Q3 2024 Oct 15, 2024	SELL	$77.02 - $85.06 $496,393 - $548,211	-6,445 Reduced 23.16%	21,387 $1.81 Million
Q2 2024 Jul 31, 2024	SELL	$75.81 - $80.15 $1.76 Million - $1.86 Million	-23,191 Reduced 45.45%	27,832 $2.16 Million
Q1 2024 Apr 09, 2024	BUY	$75.25 - $80.63 $278,726 - $298,653	3,704 Added 7.83%	51,023 $4.11 Million
Q4 2023 Jan 12, 2024	BUY	$66.9 - $76.32 $53,988 - $61,590	807 Added 1.74%	47,319 $3.6 Million
Q3 2023 Oct 30, 2023	BUY	$70.63 - $75.66 $320,730 - $343,572	4,541 Added 10.82%	46,512 $3.29 Million
Q2 2023 Aug 07, 2023	SELL	$69.18 - $73.94 $530,541 - $567,045	-7,669 Reduced 15.45%	41,971 $3.05 Million
Q1 2023 Apr 12, 2023	SELL	$70.28 - $78.03 $8.34 Million - $9.26 Million	-118,642 Reduced 70.5%	49,640 $3.63 Million
Q4 2022 Jan 31, 2023	SELL	$67.16 - $79.06 $3.15 Million - $3.7 Million	-46,835 Reduced 21.77%	168,282 $12.7 Million
Q3 2022 Oct 18, 2022	BUY	$66.43 - $77.87 $1.4 Million - $1.64 Million	21,019 Added 10.83%	215,117 $14.3 Million
Q2 2022 Aug 05, 2022	BUY	$70.31 - $80.24 $10.1 Million - $11.6 Million	144,073 Added 288.0%	194,098 $13.9 Million
Q1 2022 Apr 29, 2022	BUY	$75.14 - $81.94 $3.48 Million - $3.8 Million	46,358 Added 1264.19%	50,025 $3.95 Million
Q4 2021 Feb 02, 2022	SELL	$74.93 - $80.86 $22,029 - $23,772	-294 Reduced 7.42%	3,667 $296,000
Q3 2021 Nov 02, 2021	SELL	$74.23 - $78.13 $883,337 - $929,747	-11,900 Reduced 75.03%	3,961 $294,000
Q2 2021 Jul 30, 2021	BUY	$73.32 - $77.65 $414,624 - $439,110	5,655 Added 55.41%	15,861 $1.2 Million
Q1 2021 May 06, 2021	BUY	$63.23 - $73.67 $569,196 - $663,177	9,002 Added 747.67%	10,206 $744,000
Q4 2020 Jan 21, 2021	BUY	$54.8 - $65.16 $65,979 - $78,452	1,204 New	1,204 $77,000

Others Institutions Holding SCHD

# of Institutions

1,998

Shares Held

888M

Call Options Held

4.89M

Put Options Held

2.23M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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Clearview Wealth Advisors LLC Schwab Strategic Tr Us Dividen Transaction History