Clear Point Advisors Inc. SCHB Holdings History
Clear Point Advisors Inc.'s Schwab U.S. Broad Market ETF Holding Summary
As of 2025-06-30, Clear Point Advisors Inc. held 184,848.00 shares of Schwab U.S. Broad Market ETF(SCHB), totaling $4.40 Mil. This investment constitutes 3.71% of their stock portfolio, and Clear Point Advisors Inc. now holds 0.01% of the outstanding Schwab U.S. Broad Market ETF(SCHB) stock.
The initial trade took place in 2023Q4. And since then Clear Point Advisors Inc. has made 1 purchases of SCHB, at an average price of $32.04, for a total of 192,374.00 shares. In addition, there have been 5 sales at an average price of $40.89 for 7,526.00 shares. Based on historical transaction data and SCHB's current price of $24.23, Clear Point Advisors Inc.'s estimated gain on his SCHB holdings is $-1.38 Mil, reflecting a -22.33% gain to date.
Clear Point Advisors Inc. SCHB ($24.23) Holding Chart
Clear Point Advisors Inc. SCHB ($24.23) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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