Clearwater Capital Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Clearwater Capital Advisors, LLC

  • $892 Million
  • Q1 2024

A detailed history of Clearwater Capital Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Clearwater Capital Advisors, LLC holds 292,309 shares of SCHX stock, worth $19 Million. This represents 2.03% of its overall portfolio holdings.

Number of Shares
292,309
Previous 301,438 3.03%
Holding current value
$19 Million
Previous $17 Million 6.7%
% of portfolio
2.03%
Previous 1.92%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 09, 2024
SELL
$55.41 - $62.08 $505,837 - $566,728
-9,129 Reduced 3.03%
292,309 $18.1 Million
Q4 2023

Feb 06, 2024
SELL
$48.47 - $56.6 $200,908 - $234,607
-4,145 Reduced 1.36%
301,438 $17 Million
Q3 2023

Oct 24, 2023
SELL
$50.36 - $54.21 $5.47 Million - $5.89 Million
-108,618 Reduced 26.22%
305,583 $15.5 Million
Q2 2023

Aug 08, 2023
SELL
$47.67 - $52.37 $1.04 Million - $1.14 Million
-21,799 Reduced 5.0%
414,201 $21.7 Million
Q1 2023

May 10, 2023
SELL
$44.78 - $49.41 $640,980 - $707,254
-14,314 Reduced 3.18%
436,000 $21.1 Million
Q4 2022

Jan 27, 2023
SELL
$44.01 - $48.16 $283,732 - $310,487
-6,447 Reduced 1.41%
450,314 $0
Q3 2022

Nov 01, 2022
BUY
N/A
30,836 Added 7.24%
456,761 $19.3 Million
Q2 2022

Jul 21, 2022
SELL
N/A
-24,611 Reduced 5.46%
425,925 $19 Million
Q1 2022

May 03, 2022
BUY
N/A
230,576 Added 104.83%
450,536 $24.3 Million
Q4 2021

Jan 26, 2022
BUY
N/A
5,151 Added 2.4%
219,960 $25 Million
Q3 2021

Nov 03, 2021
SELL
N/A
-15,999 Reduced 6.93%
214,809 $22.3 Million
Q2 2021

Aug 04, 2021
BUY
N/A
8,441 Added 3.8%
230,808 $24 Million
Q1 2021

Apr 21, 2021
BUY
N/A
12,448 Added 5.93%
222,367 $21.4 Million
Q4 2020

Jan 21, 2021
BUY
N/A
12,324 Added 6.24%
209,919 $19.1 Million
Q3 2020

Oct 16, 2020
BUY
N/A
1,161 Added 0.59%
197,595 $15.9 Million
Q2 2020

Jul 30, 2020
SELL
N/A
-121,209 Reduced 38.16%
196,434 $14.6 Million
Q1 2020

Apr 15, 2020
SELL
N/A
-89,491 Reduced 21.98%
317,643 $19.5 Million
Q4 2019

Jan 27, 2020
BUY
N/A
141,837 Added 53.46%
407,134 $31.3 Million
Q3 2019

Nov 04, 2019
BUY
N/A
93,026 Added 54.0%
265,297 $18.8 Million
Q2 2019

Jul 26, 2019
BUY
N/A
39,620 Added 29.87%
172,271 $12.1 Million
Q1 2019

May 13, 2019
BUY
N/A
79,896 Added 151.45%
132,651 $8.97 Million
Q4 2018

Jan 22, 2019
BUY
N/A
24,474 Added 86.54%
52,755 $3.15 Million
Q3 2018

Oct 17, 2018
BUY
N/A
22,635 Added 400.9%
28,281 $1.97 Million
Q2 2018

Aug 16, 2018
BUY
N/A
1,865 Added 49.33%
5,646 $367,000
Q1 2018

May 14, 2018
SELL
N/A
-2,880 Reduced 43.24%
3,781 $239,000
Q3 2017

Oct 19, 2017
SELL
N/A
-153 Reduced 2.25%
6,661 $404,000
Q2 2017

Aug 11, 2017
BUY
N/A
6,814
6,814 $394,000

Others Institutions Holding SCHX

# of Institutions
1,258
Shares Held
426M
Call Options Held
40.4K
Put Options Held
1.4K
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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