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

Financial Strategies Group, Inc.

$436 Million
Q1 2025

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 24, 2025	SELL	$24.31 - $49.53 $6,466 - $13,174	-266 Reduced 1.18%	22,350 $544,000
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

130

Shares Held

7.67M

Call Options Held

0

Put Options Held

6K

About SCHWAB STRATEGIC TR 1 - 5 YR C

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