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 $688,699. This represents 2.04% of its overall portfolio holdings.

Number of Shares
25,135
Previous 23,050 9.05%
Holding current value
$688,699
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

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
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