Clearview Wealth Advisors LLC Schwab Strategic Tr Us Large C Transaction History

Clearview Wealth Advisors LLC

$139 Million
Q2 2025

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 201,943 shares of SCHX stock, worth $5.1 Million. This represents 3.56% of its overall portfolio holdings.

Number of Shares

201,943

Previous 200,436 0.75%

Holding current value

$5.1 Million

Previous $4.43 Million 11.53%

% of portfolio

3.56%

Previous 3.37%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 28, 2025	BUY	$19.6 - $24.44 $29,537 - $36,831	1,507 Added 0.75%	201,943 $4.94 Million
Q1 2025 Apr 22, 2025	SELL	$21.75 - $24.28 $227,113 - $253,531	-10,442 Reduced 4.95%	200,436 $4.43 Million
Q4 2024 Jan 24, 2025	BUY	$22.4 - $68.28 $3.18 Million - $9.69 Million	141,871 Added 205.59%	210,878 $4.89 Million
Q3 2024 Oct 15, 2024	BUY	$61.11 - $67.85 $449,952 - $499,579	7,363 Added 11.94%	69,007 $4.68 Million
Q2 2024 Jul 31, 2024	BUY	$58.7 - $64.78 $3.62 Million - $3.99 Million	61,644 New	61,644 $3.96 Million

Others Institutions Holding SCHX

# of Institutions

1,534

Shares Held

1.13B

Call Options Held

53.9K

Put Options Held

5.49K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHX
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Clearview Wealth Advisors LLC Schwab Strategic Tr Us Large C Transaction History