Kestra Advisory Services, LLC Schwab Strategic Tr 1 5 Yr C Transaction History

Kestra Advisory Services, LLC

$19.6 Billion
Q1 2025

A detailed history of Kestra Advisory Services, LLC transactions in Schwab Strategic Tr 1 5 Yr C stock. As of the latest transaction made, Kestra Advisory Services, LLC holds 133,105 shares of SCHJ stock, worth $3.29 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

133,105

Holding current value

$3.29 Million

% of portfolio

0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$24.29 - $24.65 $3.23 Million - $3.28 Million	133,105 New	133,105 $3.28 Million
Q3 2022 Nov 01, 2022	SELL	$46.13 - $48.23 $44,792 - $46,831	-971 Reduced 18.23%	4,354 $202 Million
Q2 2022 Aug 12, 2022	SELL	$46.81 - $48.49 $114,824 - $118,945	-2,453 Reduced 31.54%	5,325 $253,000
Q1 2022 Apr 26, 2022	SELL	$48.35 - $50.5 $154,623 - $161,499	-3,198 Reduced 29.14%	7,778 $0
Q4 2021 Jan 20, 2022	SELL	$50.42 - $51.09 $22,033 - $22,326	-437 Reduced 3.83%	10,976 $0
Q3 2021 Oct 19, 2021	SELL	$51.05 - $51.3 $62,434 - $62,739	-1,223 Reduced 9.68%	11,413 $0
Q2 2021 Jul 28, 2021	BUY	$50.92 - $51.3 $420,853 - $423,994	8,265 Added 189.09%	12,636 $0
Q1 2021 May 10, 2021	BUY	$50.81 - $51.4 $222,090 - $224,669	4,371 New	4,371 $0

Others Institutions Holding SCHJ

# of Institutions

127

Shares Held

7.66M

Call Options Held

Put Options Held

View Full List

About SCHWAB STRATEGIC TR 1 - 5 YR C

Ticker SCHJ
Sector ETFs
Industry ETFs

More about SCHJ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Kestra Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kestra Advisory Services, LLC with notifications on news.

Account

Kestra Advisory Services, LLC Schwab Strategic Tr 1 5 Yr C Transaction History