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 $99,970. This represents 0.16% of its overall portfolio holdings.

Number of Shares
4,483
Previous 6,154 27.15%
Holding current value
$99,970
Previous $271,000 23.99%
% of portfolio
0.16%
Previous 0.24%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
196
Shares Held
19.4M
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
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