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

Financial Strategies Group, Inc.

$374 Million
Q1 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 11,613 shares of SCHJ stock, worth $559,514. This represents 0.15% of its overall portfolio holdings.

Number of Shares

11,613

Previous 11,573 0.35%

Holding current value

$559,514

Previous $559,000 0.36%

% of portfolio

0.15%

Previous 0.16%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$46.05 - $47.27 $231,585 - $237,720	-5,029 Reduced 35.41%	9,174 $430,000
Q3 2022 Oct 26, 2022	SELL	N/A	-2,192 Reduced 13.37%	14,203 $0
Q2 2022 Aug 08, 2022	BUY	N/A	2,246 Added 15.87%	16,395 $779,000
Q1 2022 Apr 29, 2022	BUY	N/A	14,149 New	14,149 $687,000

Others Institutions Holding SCHJ

# of Institutions

Shares Held

4.53M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR 1 - 5 YR C

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