White Wing Wealth Management Schwab Strategic Tr 1 5 Yr C Transaction History

White Wing Wealth Management

$146 Million
Q2 2025

A detailed history of White Wing Wealth Management transactions in Schwab Strategic Tr 1 5 Yr C stock. As of the latest transaction made, White Wing Wealth Management holds 324,033 shares of SCHJ stock, worth $8.03 Million. This represents 5.51% of its overall portfolio holdings.

Number of Shares

324,033

Previous 315,963 2.55%

Holding current value

$8.03 Million

Previous $7.79 Million 3.26%

% of portfolio

5.51%

Previous 5.88%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 10, 2025	BUY	$24.32 - $24.81 $196,262 - $200,216	8,070 Added 2.55%	324,033 $8.04 Million
Q1 2025 Apr 21, 2025	BUY	$24.29 - $24.65 $287,496 - $291,757	11,836 Added 3.89%	315,963 $7.79 Million
Q4 2024 Feb 03, 2025	BUY	$24.31 - $49.53 $3.96 Million - $8.07 Million	162,975 Added 115.46%	304,127 $7.41 Million
Q3 2024 Oct 07, 2024	BUY	$48.09 - $49.69 $237,756 - $245,667	4,944 Added 3.63%	141,152 $7 Million
Q2 2024 Aug 01, 2024	BUY	$47.73 - $48.35 $2.44 Million - $2.47 Million	51,157 Added 60.15%	136,208 $6.58 Million
Q1 2024 Apr 17, 2024	BUY	$48.03 - $48.53 $4.08 Million - $4.13 Million	85,051 New	85,051 $4.11 Million

Others Institutions Holding SCHJ

# of Institutions

131

Shares Held

7.68M

Call Options Held

Put Options Held

View Full List

About SCHWAB STRATEGIC TR 1 - 5 YR C

Ticker SCHJ
Sector ETFs
Industry ETFs

More about SCHJ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of White Wing Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on White Wing Wealth Management with notifications on news.

Account

White Wing Wealth Management Schwab Strategic Tr 1 5 Yr C Transaction History