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 $2.53 Million. This represents 1.99% of its overall portfolio holdings.

Number of Shares
102,217
Previous 101,303 0.9%
Holding current value
$2.53 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
131
Shares Held
7.71M
Call Options Held
0
Put Options Held
6K
View Full List

About SCHWAB STRATEGIC TR 1 - 5 YR C

SCHJ Quotes by TradingView
  • Ticker SCHJ
  • Sector ETFs
  • Industry ETFs
More about SCHJ
Track This Portfolio

Track Baldrige Asset Management LLC Portfolio

Follow Baldrige Asset Management 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 Baldrige Asset Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Baldrige Asset Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email