Clearview Wealth Advisors LLC Schwab Strategic Tr Us Large 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 Large C stock. As of the latest transaction made, Clearview Wealth Advisors LLC holds 25,135 shares of SCHG stock, worth $711,571. This represents 2.04% of its overall portfolio holdings.

Number of Shares
25,135
Previous 23,050 9.05%
Holding current value
$711,571
Previous $2.32 Million 12.65%
% of portfolio
2.04%
Previous 2.04%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,314
Shares Held
181M
Call Options Held
140K
Put Options Held
91.5K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHG Quotes by TradingView
  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
Track This Portfolio

Track Clearview Wealth Advisors LLC Portfolio

Follow Clearview Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Clearview Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clearview Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email