Clearview Wealth Advisors LLC Schwab Strategic Tr Long Term Transaction History

Clearview Wealth Advisors LLC

$150 Million
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Jul 30, 2021	SELL	$47.35 - $50.59 $1,846 - $1,973	-39 Closed	0 $0
Q1 2021 May 06, 2021	BUY	$46.75 - $54.72 $1,823 - $2,134	39 New	39 $2,000

Others Institutions Holding SCHQ

# of Institutions

109

Shares Held

14.4M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

3.15M
Shares

$104 Million
0.03% of portfolio
Mirae Asset Global Investments Co., Ltd.

1.39M
Shares

$45.7 Million
0.16% of portfolio
Lpl Financial LLC Fort Mill, SC

952K
Shares

$31.3 Million
0.01% of portfolio
Mml Investors Services, LLC Springfield, MA

816K
Shares

$26.9 Million
0.08% of portfolio
Toroso Investments, LLC Massapequa, NY

686K
Shares

$22.6 Million
0.17% of portfolio

About SCHWAB STRATEGIC TR LONG-TERM

Ticker SCHQ
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