Sightline Wealth Advisors, LLC Schwab Strategic Tr 1 5 Yr C Transaction History

Sightline Wealth Advisors, LLC

  • $220 Million
  • Q3 2025

A detailed history of Sightline Wealth Advisors, LLC transactions in Schwab Strategic Tr 1 5 Yr C stock. As of the latest transaction made, Sightline Wealth Advisors, LLC holds 139,357 shares of SCHJ stock, worth $3.46 Million. This represents 1.58% of its overall portfolio holdings.

Number of Shares
139,357
Previous 64,967 114.5%
Holding current value
$3.46 Million
Previous $1.61 Million 115.77%
% of portfolio
1.58%
Previous 0.78%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025
BUY
$24.65 - $24.98 $1.83 Million - $1.86 Million
74,390 Added 114.5%
139,357 $3.48 Million
Q2 2025

Jul 15, 2025
SELL
$24.32 - $24.81 $7,831 - $7,988
-322 Reduced 0.49%
64,967 $1.61 Million
Q1 2025

Apr 29, 2025
SELL
$24.29 - $24.65 $483,395 - $490,559
-19,901 Reduced 23.36%
65,289 $1.61 Million
Q4 2024

Jan 13, 2025
BUY
$24.31 - $49.53 $2.07 Million - $4.22 Million
85,190 New
85,190 $2.08 Million

Others Institutions Holding SCHJ

# of Institutions
126
Shares Held
7.55M
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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