Baldrige Asset Management LLC Schwab Strategic Tr 1 5 Yr C Transaction History

Baldrige Asset Management LLC

  • $244 Million
  • Q1 2023

A detailed history of Baldrige Asset Management LLC transactions in Schwab Strategic Tr 1 5 Yr C stock. As of the latest transaction made, Baldrige Asset Management LLC holds 102,217 shares of SCHJ stock, worth $2.5 Million. This represents 1.99% of its overall portfolio holdings.

Number of Shares
102,217
Previous 101,303 0.9%
Holding current value
$2.5 Million
Previous $4.75 Million 2.36%
% of portfolio
1.99%
Previous 2.11%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

Apr 17, 2023
BUY
$46.68 - $47.8 $42,665 - $43,689
914 Added 0.9%
102,217 $4.86 Million
Q4 2022

Jan 13, 2023
SELL
$45.76 - $47.27 $1.42 Million - $1.47 Million
-31,085 Reduced 23.48%
101,303 $4.75 Million
Q3 2022

Oct 13, 2022
BUY
$46.13 - $48.23 $1.29 Million - $1.35 Million
27,914 Added 26.72%
132,388 $6.13 Million
Q2 2022

Jul 12, 2022
BUY
$46.81 - $48.49 $3.35 Million - $3.48 Million
71,667 Added 218.45%
104,474 $4.96 Million
Q1 2022

Apr 26, 2022
BUY
$48.35 - $50.5 $1.59 Million - $1.66 Million
32,807 New
32,807 $1.59 Million

Others Institutions Holding SCHJ

# of Institutions
107
Shares Held
3.4M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR 1 - 5 YR C

SCHJ Quotes by TradingView
  • Ticker SCHJ
  • Sector ETFs
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More about SCHJ
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