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

Clearview Wealth Advisors LLC

  • $131 Million
  • Q1 2025

A detailed history of Clearview Wealth Advisors LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Clearview Wealth Advisors LLC holds 94,536 shares of SCHG stock, worth $2.4 Million. This represents 1.8% of its overall portfolio holdings.

Number of Shares
94,536
Previous 100,970 6.37%
Holding current value
$2.4 Million
Previous $2.81 Million 15.88%
% of portfolio
1.8%
Previous 2.16%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025
SELL
$24.91 - $29.02 $160,270 - $186,714
-6,434 Reduced 6.37%
94,536 $2.37 Million
Q4 2024

Jan 24, 2025
BUY
$25.93 - $105.3 $1.97 Million - $7.99 Million
75,835 Added 301.71%
100,970 $2.81 Million
Q3 2024

Oct 15, 2024
BUY
$92.63 - $105.69 $193,133 - $220,363
2,085 Added 9.05%
25,135 $2.62 Million
Q2 2024

Jul 31, 2024
BUY
$87.04 - $101.61 $2.01 Million - $2.34 Million
23,050 New
23,050 $2.32 Million

Others Institutions Holding SCHG

# of Institutions
1,489
Shares Held
711M
Call Options Held
296K
Put Options Held
153K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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