Client 1 St Advisory Group, LLC Schwab Strategic Tr 1 5 Yr C Transaction History

Client 1 St Advisory Group, LLC

  • $271 Million
  • Q2 2025

A detailed history of Client 1 St Advisory Group, LLC transactions in Schwab Strategic Tr 1 5 Yr C stock. As of the latest transaction made, Client 1 St Advisory Group, LLC holds 18,168 shares of SCHJ stock, worth $450,203. This represents 0.17% of its overall portfolio holdings.

Number of Shares
18,168
Previous 24,858 26.91%
Holding current value
$450,203
Previous $612,000 26.47%
% of portfolio
0.17%
Previous 0.24%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 18, 2025
SELL
$24.32 - $24.81 $162,700 - $165,978
-6,690 Reduced 26.91%
18,168 $450,000
Q1 2025

May 19, 2025
SELL
$24.29 - $24.65 $17,488 - $17,748
-720 Reduced 2.81%
24,858 $612,000
Q4 2024

Jan 16, 2025
BUY
$24.31 - $49.53 $172,479 - $351,415
7,095 Added 38.39%
25,578 $623,000
Q3 2024

Feb 10, 2025
SELL
$48.09 - $49.69 $603,577 - $623,659
-12,551 Reduced 49.07%
13,027 $646,000
Q2 2024

Aug 08, 2024
SELL
$47.73 - $48.35 $25,774 - $26,109
-540 Reduced 2.84%
18,483 $892,000
Q1 2024

May 09, 2024
SELL
$48.03 - $48.53 $104,513 - $105,601
-2,176 Reduced 10.26%
19,023 $919,000
Q4 2023

Feb 13, 2024
SELL
$46.51 - $48.38 $308,035 - $320,420
-6,623 Reduced 23.8%
21,199 $1.03 Million
Q3 2023

Nov 14, 2023
SELL
$46.87 - $47.5 $694,754 - $704,092
-14,823 Reduced 34.76%
27,822 $1.31 Million
Q2 2023

Aug 14, 2023
SELL
$47.14 - $47.79 $410,730 - $416,394
-8,713 Reduced 16.97%
42,645 $2.02 Million
Q1 2023

May 15, 2023
SELL
$46.68 - $47.8 $909,186 - $931,000
-19,477 Reduced 27.5%
51,358 $2.44 Million
Q4 2022

Feb 13, 2023
SELL
$45.76 - $47.27 $953,592 - $985,059
-20,839 Reduced 22.73%
70,835 $3.32 Million
Q3 2022

Nov 23, 2022
SELL
$46.13 - $48.23 $356,215 - $372,432
-7,722 Reduced 7.77%
91,674 $4.25 Million
Q2 2022

Aug 12, 2022
SELL
$46.81 - $48.49 $5.58 Million - $5.78 Million
-119,302 Reduced 54.55%
99,396 $4.72 Million
Q1 2022

May 13, 2022
SELL
$48.35 - $50.5 $3.32 Million - $3.47 Million
-68,648 Reduced 23.89%
218,698 $10.6 Million
Q4 2021

Feb 14, 2022
SELL
$50.42 - $51.09 $1.8 Million - $1.82 Million
-35,617 Reduced 11.03%
287,346 $14.5 Million
Q3 2021

Nov 12, 2021
BUY
$51.05 - $51.3 $2.04 Million - $2.05 Million
39,941 Added 14.11%
322,963 $16.5 Million
Q2 2021

Aug 03, 2021
BUY
$50.92 - $51.3 $10.5 Million - $10.5 Million
205,603 Added 265.57%
283,022 $14.5 Million
Q1 2021

May 12, 2021
BUY
$50.81 - $51.4 $3.93 Million - $3.98 Million
77,419 New
77,419 $3.95 Million

Others Institutions Holding SCHJ

# of Institutions
133
Shares Held
7.91M
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
  • Industry ETFs
More about SCHJ
Track This Portfolio

Track Client 1 St Advisory Group, LLC Portfolio

Follow Client 1 St Advisory Group, 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 Client 1 St Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Client 1 St Advisory Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email