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

Clearview Wealth Advisors LLC

$129 Million
Q3 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 4,483 shares of SCHI stock, worth $98,939. This represents 0.16% of its overall portfolio holdings.

Number of Shares

4,483

Previous 6,154 27.15%

Holding current value

$98,939

Previous $271,000 23.99%

% of portfolio

0.16%

Previous 0.24%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

195

Shares Held

19.4M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR 5 -10 YR C

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