A detailed history of Sja Financial Advisory, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Sja Financial Advisory, LLC holds 3,945 shares of SCHA stock, worth $110,933. This represents 0.14% of its overall portfolio holdings.

Number of Shares
3,945
Holding current value
$110,933
% of portfolio
0.14%

Shares

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

Nov 25, 2024

BUY
$46.9 - $51.96 $185,020 - $204,982
3,945 New
3,945 $203,000
Q1 2023

Apr 28, 2023

BUY
$39.82 - $46.36 $756 - $880
19 Added 0.32%
6,003 $251,000
Q4 2022

Feb 14, 2023

BUY
$38.25 - $43.54 $15,644 - $17,807
409 Added 7.34%
5,984 $242,000
Q3 2022

Feb 14, 2023

BUY
$37.65 - $45.9 $941 - $1,147
25 Added 0.45%
5,575 $0
Q2 2022

Aug 03, 2022

BUY
$37.88 - $48.01 $5,682 - $7,201
150 Added 2.78%
5,550 $216,000
Q1 2022

Apr 21, 2022

BUY
$44.42 - $51.73 $129,128 - $150,379
2,907 Added 116.61%
5,400 $256,000
Q4 2021

Feb 16, 2022

BUY
$48.64 - $55.07 $5,788 - $6,553
119 Added 5.01%
2,493 $255,000
Q3 2021

Nov 08, 2021

BUY
$48.3 - $52.49 $3,139 - $3,411
65 Added 2.82%
2,374 $238,000
Q2 2021

Jul 21, 2021

SELL
$48.39 - $52.91 $7,064 - $7,724
-146 Reduced 5.95%
2,309 $241,000
Q1 2021

May 14, 2021

SELL
$43.89 - $52.63 $16,897 - $20,262
-385 Reduced 13.56%
2,455 $245,000
Q4 2020

Feb 08, 2021

SELL
$34.66 - $45.17 $30,812 - $40,156
-889 Reduced 23.84%
2,840 $253,000
Q3 2020

Nov 06, 2020

SELL
$32.09 - $36.38 $2,695 - $3,055
-84 Reduced 2.2%
3,729 $255,000
Q2 2020

Aug 12, 2020

SELL
$23.59 - $35.22 $17,315 - $25,851
-734 Reduced 16.14%
3,813 $249,000
Q1 2020

May 11, 2020

BUY
$22.29 - $38.7 $14,599 - $25,348
655 Added 16.83%
4,547 $234,000
Q4 2019

Feb 05, 2020

BUY
$33.63 - $38.03 $8,407 - $9,507
250 Added 6.86%
3,892 $294,000
Q3 2019

Oct 30, 2019

BUY
$34.78 - $36.12 $9,564 - $9,933
275 Added 8.17%
3,642 $254,000
Q2 2019

Aug 02, 2019

BUY
N/A
317 Added 10.39%
3,367 $241,000
Q1 2019

May 03, 2019

BUY
N/A
3,050 New
3,050 $213,000
Q4 2018

Jan 28, 2019

SELL
N/A
-3,208 Closed
0 $0
Q3 2018

Nov 06, 2018

BUY
N/A
101 Added 3.25%
3,208 $244,000
Q2 2018

Aug 08, 2018

BUY
N/A
3,107 New
3,107 $229,000

Others Institutions Holding SCHA

About SCHWAB STRATEGIC TR US SMALL-C


  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
Track This Portfolio

Track Sja Financial Advisory, LLC Portfolio

Follow Sja Financial Advisory, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sja Financial Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sja Financial Advisory, LLC with notifications on news.