A detailed history of Financial Architects, Inc transactions in Schwab Strategic Tr 1 5 Yr C stock. As of the latest transaction made, Financial Architects, Inc holds 92,421 shares of SCHJ stock, worth $4.47 Million. This represents 0.66% of its overall portfolio holdings.

Number of Shares
92,421
Previous 92,415 0.01%
Holding current value
$4.47 Million
Previous $4.4 Million 0.61%
% of portfolio
0.66%
Previous 0.71%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 09, 2023

BUY
$47.14 - $47.79 $282 - $286
6 Added 0.01%
92,421 $4.37 Million
Q1 2023

May 12, 2023

BUY
$46.68 - $47.8 $362,703 - $371,406
7,770 Added 9.18%
92,415 $4.4 Million
Q4 2022

Feb 06, 2023

SELL
$46.05 - $47.27 $545,139 - $559,582
-11,838 Reduced 12.27%
84,645 $3.97 Million
Q3 2022

Nov 14, 2022

BUY
N/A
96,483 New
96,483 $4.47 Million
Q2 2022

Aug 11, 2022

SELL
N/A
-98,444 Closed
0 $0
Q1 2022

May 05, 2022

SELL
N/A
-664 Reduced 0.67%
98,444 $4.78 Million
Q4 2021

Feb 14, 2022

SELL
N/A
-3,259 Reduced 3.18%
99,108 $5.01 Million
Q3 2021

Nov 12, 2021

BUY
N/A
1,268 Added 1.25%
102,367 $5.23 Million
Q2 2021

Aug 10, 2021

BUY
N/A
15,114 Added 17.58%
101,099 $5.17 Million
Q1 2021

May 17, 2021

BUY
N/A
12,774 Added 17.45%
85,985 $4.38 Million
Q4 2020

Feb 17, 2021

BUY
N/A
18,789 Added 34.52%
73,211 $3.76 Million
Q3 2020

Nov 09, 2020

BUY
N/A
11,194 Added 25.9%
54,422 $2.8 Million
Q2 2020

Aug 11, 2020

BUY
N/A
33,091 Added 326.44%
43,228 $2.22 Million
Q1 2020

May 07, 2020

BUY
N/A
7,437 Added 275.44%
10,137 $497,000
Q4 2019

Feb 14, 2020

BUY
N/A
2,700 New
2,700 $135,000

Others Institutions Holding SCHJ

About SCHWAB STRATEGIC TR 1 - 5 YR C


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