A detailed history of Commonwealth Equity Services, LLC transactions in Schwab Strategic Tr 1 5 Yr C stock. As of the latest transaction made, Commonwealth Equity Services, LLC holds 8,876 shares of SCHJ stock, worth $220,124. This represents 0.0% of its overall portfolio holdings.

Number of Shares
8,876
Previous 18,458 51.91%
Holding current value
$220,124
Previous $458,000 51.75%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 22, 2025

SELL
$24.65 - $24.98 $236,196 - $239,358
-9,582 Reduced 51.91%
8,876 $221,000
Q2 2025

Aug 06, 2025

SELL
$24.32 - $24.81 $172,088 - $175,555
-7,076 Reduced 27.71%
18,458 $458,000
Q1 2025

May 09, 2025

BUY
$24.29 - $24.65 $52,126 - $52,898
2,146 Added 9.18%
25,534 $629,000
Q4 2024

Feb 10, 2025

BUY
$24.31 - $49.53 $294,442 - $599,907
12,112 Added 107.41%
23,388 $570,000
Q3 2024

Oct 18, 2024

BUY
$48.09 - $49.69 $16,783 - $17,341
349 Added 3.19%
11,276 $559,000
Q2 2024

Jul 31, 2024

BUY
$47.73 - $48.35 $23,626 - $23,933
495 Added 4.75%
10,927 $528,000
Q1 2024

Apr 29, 2024

BUY
$48.03 - $48.53 $280,207 - $283,124
5,834 Added 126.88%
10,432 $504,000
Q4 2023

Feb 06, 2024

BUY
$46.51 - $48.38 $213,852 - $222,451
4,598 New
4,598 $222,000

Others Institutions Holding SCHJ

About SCHWAB STRATEGIC TR 1 - 5 YR C


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