Perigon Wealth Management, LLC Schwab Strategic Tr 1 5 Yr C Transaction History

Perigon Wealth Management, LLC

  • $3.82 Billion
  • Q1 2025

A detailed history of Perigon Wealth Management, LLC transactions in Schwab Strategic Tr 1 5 Yr C stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 14,357 shares of SCHJ stock, worth $354,905. This represents 0.01% of its overall portfolio holdings.

Number of Shares
14,357
Previous 14,291 0.46%
Holding current value
$354,905
Previous $348,000 1.44%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025
BUY
$24.29 - $24.65 $1,603 - $1,626
66 Added 0.46%
14,357 $353,000
Q4 2024

Jan 22, 2025
BUY
$24.31 - $49.53 $198,223 - $403,867
8,154 Added 132.87%
14,291 $348,000
Q3 2024

Oct 16, 2024
SELL
$48.09 - $49.69 $2,741 - $2,832
-57 Reduced 0.92%
6,137 $304,000
Q2 2024

Aug 02, 2024
BUY
$47.73 - $48.35 $3,436 - $3,481
72 Added 1.18%
6,194 $299,000
Q1 2024

Apr 29, 2024
BUY
$48.03 - $48.53 $294,039 - $297,100
6,122 New
6,122 $295,000

Others Institutions Holding SCHJ

# of Institutions
130
Shares Held
7.67M
Call Options Held
0
Put Options Held
6K
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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