Financial Strategies Group, Inc. Schwab Strategic Tr 1 5 Yr C Transaction History

Financial Strategies Group, Inc.

  • $470 Million
  • Q3 2024

A detailed history of Financial Strategies Group, Inc. transactions in Schwab Strategic Tr 1 5 Yr C stock. As of the latest transaction made, Financial Strategies Group, Inc. holds 22,616 shares of SCHJ stock, worth $552,508. This represents 0.24% of its overall portfolio holdings.

Number of Shares
22,616
Previous 11,462 97.31%
Holding current value
$552,508
Previous $553,000 102.71%
% of portfolio
0.24%
Previous 0.14%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024
BUY
$48.09 - $49.69 $536,395 - $554,242
11,154 Added 97.31%
22,616 $1.12 Million
Q2 2024

Jul 17, 2024
SELL
$47.73 - $48.35 $7,207 - $7,300
-151 Reduced 1.3%
11,462 $553,000
Q1 2024

Apr 18, 2024
BUY
$48.03 - $48.53 $1,921 - $1,941
40 Added 0.35%
11,613 $561,000
Q4 2023

Jan 30, 2024
SELL
$46.51 - $48.38 $16,743 - $17,416
-360 Reduced 3.02%
11,573 $559,000
Q3 2023

Oct 18, 2023
BUY
$46.87 - $47.5 $105,973 - $107,397
2,261 Added 23.38%
11,933 $560,000
Q2 2023

Jul 13, 2023
SELL
$47.14 - $47.79 $51,146 - $51,852
-1,085 Reduced 10.09%
9,672 $457,000
Q1 2023

May 02, 2023
BUY
$46.68 - $47.8 $73,894 - $75,667
1,583 Added 17.26%
10,757 $511,000
Q4 2022

Feb 10, 2023
SELL
$45.76 - $47.27 $230,127 - $237,720
-5,029 Reduced 35.41%
9,174 $430,000
Q3 2022

Oct 26, 2022
SELL
$46.13 - $48.23 $101,116 - $105,720
-2,192 Reduced 13.37%
14,203 $0
Q2 2022

Aug 08, 2022
BUY
$46.81 - $48.49 $105,135 - $108,908
2,246 Added 15.87%
16,395 $779,000
Q1 2022

Apr 29, 2022
BUY
$48.35 - $50.5 $684,104 - $714,524
14,149 New
14,149 $687,000

Others Institutions Holding SCHJ

# of Institutions
107
Shares Held
3.4M
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
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