Clearview Wealth Advisors LLC Schwab Strategic Tr 5 10 Yr C Transaction History

Clearview Wealth Advisors LLC

  • $130 Million
  • Q4 2024

A detailed history of Clearview Wealth Advisors LLC transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Clearview Wealth Advisors LLC holds 10,041 shares of SCHI stock, worth $226,123. This represents 0.17% of its overall portfolio holdings.

Number of Shares
10,041
Previous 4,483 123.98%
Holding current value
$226,123
Previous $206,000 7.28%
% of portfolio
0.17%
Previous 0.16%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 24, 2025
BUY
$22.02 - $46.16 $122,387 - $256,557
5,558 Added 123.98%
10,041 $221,000
Q3 2024

Oct 15, 2024
SELL
$43.73 - $46.29 $73,072 - $77,350
-1,671 Reduced 27.15%
4,483 $206,000
Q2 2024

Jul 31, 2024
SELL
$43.11 - $44.42 $210,635 - $217,036
-4,886 Reduced 44.26%
6,154 $271,000
Q1 2024

Apr 09, 2024
BUY
$43.87 - $44.99 $113,360 - $116,254
2,584 Added 30.56%
11,040 $491,000
Q4 2023

Jan 12, 2024
BUY
$40.96 - $45.17 $67,215 - $74,123
1,641 Added 24.08%
8,456 $380,000
Q3 2023

Oct 30, 2023
BUY
$42.12 - $44.19 $276,854 - $290,460
6,573 Added 2716.12%
6,815 $287,000
Q2 2023

Aug 07, 2023
BUY
$43.63 - $45.06 $87 - $90
2 Added 0.83%
242 $10,000
Q1 2023

Apr 12, 2023
SELL
$42.99 - $45.29 $70,159 - $73,913
-1,632 Reduced 87.18%
240 $10,000
Q4 2022

Jan 31, 2023
SELL
$40.96 - $44.32 $252,395 - $273,099
-6,162 Reduced 76.7%
1,872 $80,000
Q3 2022

Oct 18, 2022
BUY
$41.61 - $46.11 $326,347 - $361,640
7,843 Added 4106.28%
8,034 $338,000
Q2 2022

Aug 05, 2022
BUY
$43.49 - $47.85 $43 - $47
1 Added 0.53%
191 $9,000
Q1 2022

Apr 29, 2022
SELL
$47.33 - $51.36 $10,838 - $11,761
-229 Reduced 54.65%
190 $9,000
Q4 2021

Feb 02, 2022
SELL
$51.18 - $52.35 $972 - $994
-19 Reduced 4.34%
419 $22,000
Q3 2021

Nov 02, 2021
BUY
$52.2 - $53.14 $104 - $106
2 Added 0.46%
438 $23,000
Q2 2021

Jul 30, 2021
SELL
$51.28 - $52.56 $3.33 Million - $3.42 Million
-65,024 Reduced 99.33%
436 $23,000
Q1 2021

May 06, 2021
BUY
$51.17 - $53.57 $3.35 Million - $3.51 Million
65,460 New
65,460 $3.36 Million

Others Institutions Holding SCHI

# of Institutions
220
Shares Held
42.1M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR 5 -10 YR C

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