Roundview Capital LLC Schwab Strategic Tr 1 5 Yr C Transaction History

Roundview Capital LLC

  • $1.35 Billion
  • Q3 2024

A detailed history of Roundview Capital LLC transactions in Schwab Strategic Tr 1 5 Yr C stock. As of the latest transaction made, Roundview Capital LLC holds 12,584 shares of SCHJ stock, worth $308,056. This represents 0.05% of its overall portfolio holdings.

Number of Shares
12,584
Previous 13,429 6.29%
Holding current value
$308,056
Previous $648,000 3.7%
% of portfolio
0.05%
Previous 0.05%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
SELL
$48.09 - $49.69 $40,636 - $41,988
-845 Reduced 6.29%
12,584 $624,000
Q2 2023

Aug 09, 2023
SELL
$47.14 - $47.79 $35,543 - $36,033
-754 Reduced 5.32%
13,429 $634,000
Q1 2023

May 09, 2023
SELL
$46.68 - $47.8 $1.61 Million - $1.65 Million
-34,568 Reduced 70.91%
14,183 $674,000
Q4 2022

Feb 13, 2023
SELL
$45.76 - $47.27 $207,384 - $214,227
-4,532 Reduced 8.51%
48,751 $2.29 Million
Q3 2022

Nov 10, 2022
BUY
$46.13 - $48.23 $1.55 Million - $1.62 Million
33,630 Added 171.12%
53,283 $2.47 Million
Q1 2022

May 11, 2022
BUY
$48.35 - $50.5 $950,222 - $992,476
19,653 New
19,653 $954,000

Others Institutions Holding SCHJ

# of Institutions
111
Shares Held
3.51M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR 1 - 5 YR C

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