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

Kestra Advisory Services, LLC

  • $19 Billion
  • Q2 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 166,471 shares of SCHJ stock, worth $4.13 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
166,471
Previous 133,105 25.07%
Holding current value
$4.13 Million
Previous $3.28 Million 25.95%
% of portfolio
0.02%
Previous 0.02%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$24.32 - $24.81 $811,461 - $827,810
33,366 Added 25.07%
166,471 $4.13 Million
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
132
Shares Held
7.47M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR 1 - 5 YR C

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