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

Sightline Wealth Advisors, LLC

  • $190 Million
  • Q1 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 65,289 shares of SCHJ stock, worth $1.61 Million. This represents 0.85% of its overall portfolio holdings.

Number of Shares
65,289
Previous 85,190 23.36%
Holding current value
$1.61 Million
Previous $2.08 Million 22.54%
% of portfolio
0.85%
Previous 1.12%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
124
Shares Held
7.32M
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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