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

Phillips Financial Management, LLC

  • $1.22 Billion
  • Q4 2024

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 876 shares of SCHJ stock, worth $21,479. This represents 0.0% of its overall portfolio holdings.

Number of Shares
876
Previous 438 100.0%
Holding current value
$21,479
Previous $21,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
115
Shares Held
6.89M
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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