Financial Architects, Inc Schwab Strategic Tr 1 5 Yr C Transaction History

Financial Architects, Inc

$657 Million
Q2 2023

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 $2.26 Million. This represents 0.66% of its overall portfolio holdings.

Number of Shares

92,421

Previous 92,415 0.01%

Holding current value

$2.26 Million

Previous $4.4 Million 0.61%

% of portfolio

0.66%

Previous 0.71%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$45.76 - $47.27 $541,706 - $559,582	-11,838 Reduced 12.27%	84,645 $3.97 Million
Q3 2022 Nov 14, 2022	BUY	$46.13 - $48.23 $4.45 Million - $4.65 Million	96,483 New	96,483 $4.47 Million
Q2 2022 Aug 11, 2022	SELL	$46.81 - $48.49 $4.61 Million - $4.77 Million	-98,444 Closed	0 $0
Q1 2022 May 05, 2022	SELL	$48.35 - $50.5 $32,104 - $33,532	-664 Reduced 0.67%	98,444 $4.78 Million
Q4 2021 Feb 14, 2022	SELL	$50.42 - $51.09 $164,318 - $166,502	-3,259 Reduced 3.18%	99,108 $5.01 Million
Q3 2021 Nov 12, 2021	BUY	$51.05 - $51.3 $64,731 - $65,048	1,268 Added 1.25%	102,367 $5.23 Million
Q2 2021 Aug 10, 2021	BUY	$50.92 - $51.3 $769,604 - $775,348	15,114 Added 17.58%	101,099 $5.17 Million
Q1 2021 May 17, 2021	BUY	$50.81 - $51.4 $649,046 - $656,583	12,774 Added 17.45%	85,985 $4.38 Million
Q4 2020 Feb 17, 2021	BUY	$51.23 - $52.03 $962,560 - $977,591	18,789 Added 34.52%	73,211 $3.76 Million
Q3 2020 Nov 09, 2020	BUY	$51.3 - $51.68 $574,252 - $578,505	11,194 Added 25.9%	54,422 $2.8 Million
Q2 2020 Aug 11, 2020	BUY	$48.61 - $51.42 $1.61 Million - $1.7 Million	33,091 Added 326.44%	43,228 $2.22 Million
Q1 2020 May 07, 2020	BUY	$43.97 - $50.91 $327,004 - $378,617	7,437 Added 275.44%	10,137 $497,000
Q4 2019 Feb 14, 2020	BUY	$49.85 - $50.07 $134,595 - $135,189	2,700 New	2,700 $135,000

Others Institutions Holding SCHJ

# of Institutions

111

Shares Held

3.51M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR 1 - 5 YR C

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Financial Architects, Inc Schwab Strategic Tr 1 5 Yr C Transaction History