A detailed history of Wr Wealth Planners, LLC transactions in Schwab Strategic Tr 1 5 Yr C stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 446 shares of SCHJ stock, worth $10,886. This represents 0.01% of its overall portfolio holdings.

Number of Shares
446
Previous 447 0.22%
Holding current value
$10,886
Previous $21,000 4.76%
% of portfolio
0.01%
Previous 0.01%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024

SELL
$48.09 - $49.69 $48 - $49
-1 Reduced 0.22%
446 $22,000
Q2 2024

Jul 31, 2024

SELL
$47.73 - $48.35 $954 - $967
-20 Reduced 4.28%
447 $21,000
Q1 2024

Jul 31, 2024

BUY
$48.03 - $48.53 $22,430 - $22,663
467 New
467 $22,000
Q3 2023

Aug 01, 2024

SELL
$46.87 - $47.5 $2,202 - $2,232
-47 Reduced 6.8%
644 $30.3 Million
Q2 2023

Aug 01, 2024

BUY
$47.14 - $47.79 $11,502 - $11,660
244 Added 54.59%
691 $32.7 Million
Q1 2023

Aug 01, 2024

BUY
$46.68 - $47.8 $19,698 - $20,171
422 Added 94.41%
869 $41.3 Million
Q4 2022

Oct 10, 2024

SELL
$45.76 - $47.27 $7,550 - $7,799
-165 Reduced 15.35%
910 $42.7 Million
Q3 2022

Oct 10, 2024

BUY
$46.13 - $48.23 $28,969 - $30,288
628 Added 140.49%
1,075 $49.8 Million
Q2 2022

Oct 17, 2024

SELL
$46.81 - $48.49 $10,859 - $11,249
-232 Reduced 9.88%
2,117 $101 Million
Q1 2022

Oct 17, 2024

BUY
$48.35 - $50.5 $92,010 - $96,101
1,903 Added 426.68%
2,349 $114 Million

Others Institutions Holding SCHJ

About SCHWAB STRATEGIC TR 1 - 5 YR C


  • Ticker SCHJ
  • Sector ETFs
  • Industry ETFs
More about SCHJ
Track This Portfolio

Track Wr Wealth Planners, LLC Portfolio

Follow Wr Wealth Planners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wr Wealth Planners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wr Wealth Planners, LLC with notifications on news.