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

Clearview Wealth Advisors LLC

  • $130 Million
  • Q4 2024

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 210,878 shares of SCHX stock, worth $5.01 Million. This represents 3.76% of its overall portfolio holdings.

Number of Shares
210,878
Previous 69,007 205.59%
Holding current value
$5.01 Million
Previous $4.68 Million 4.4%
% of portfolio
3.76%
Previous 3.64%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,464
Shares Held
1.07B
Call Options Held
71.4K
Put Options Held
4.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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