Phillips Financial Management, LLC Schwab Strategic Tr 1 5 Yr C Transaction History

Phillips Financial Management, LLC

  • $1.24 Billion
  • Q1 2025

A detailed history of Phillips Financial Management, LLC transactions in Schwab Strategic Tr 1 5 Yr C stock. As of the latest transaction made, Phillips Financial Management, LLC holds 687 shares of SCHJ stock, worth $16,907. This represents 0.0% of its overall portfolio holdings.

Number of Shares
687
Previous 876 21.58%
Holding current value
$16,907
Previous $21,000 23.81%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Apr 30, 2025
SELL
$24.29 - $24.65 $4,590 - $4,658
-189 Reduced 21.58%
687 $16,000
Q4 2024

Feb 10, 2025
BUY
$24.31 - $49.53 $10,647 - $21,694
438 Added 100.0%
876 $21,000
Q3 2024

Nov 07, 2024
BUY
$48.09 - $49.69 $21,063 - $21,764
438 New
438 $21,000

Others Institutions Holding SCHJ

# of Institutions
128
Shares Held
7.67M
Call Options Held
0
Put Options Held
0
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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