Sja Financial Advisory, LLC Schwab Strategic Tr Us Broad M Transaction History

Sja Financial Advisory, LLC

$133 Million
Q1 2025

A detailed history of Sja Financial Advisory, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Sja Financial Advisory, LLC holds 15,231 shares of SCHB stock, worth $347,266. This represents 0.25% of its overall portfolio holdings.

Number of Shares

15,231

Previous 15,184 0.31%

Holding current value

$347,266

Previous $344,000 4.94%

% of portfolio

0.25%

Previous 0.25%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$21.23 - $23.75 $997 - $1,116	47 Added 0.31%	15,231 $327,000
Q4 2024 Feb 03, 2025	BUY	$22.01 - $66.82 $223,181 - $677,554	10,140 Added 201.03%	15,184 $344,000
Q3 2024 Nov 25, 2024	BUY	$59.93 - $66.52 $1,917 - $2,128	32 Added 0.64%	5,044 $335,000
Q1 2024 May 10, 2024	BUY	$54.61 - $61.05 $819 - $915	15 Added 0.3%	5,012 $305,000
Q4 2023 Feb 14, 2024	BUY	$47.61 - $55.91 $999 - $1,174	21 Added 0.42%	4,997 $278,000
Q3 2023 Nov 15, 2023	BUY	$49.59 - $53.57 $942 - $1,017	19 Added 0.38%	4,976 $248,000
Q2 2023 Aug 14, 2023	BUY	$47.08 - $51.7 $847 - $930	18 Added 0.36%	4,957 $256,000
Q1 2023 Apr 28, 2023	BUY	$44.47 - $49.23 $844 - $935	19 Added 0.39%	4,939 $236,000
Q4 2022 Feb 14, 2023	BUY	$41.94 - $47.81 $922 - $1,051	22 Added 0.45%	4,920 $220,000
Q3 2022 Feb 14, 2023	BUY	$41.99 - $50.63 $881 - $1,063	21 Added 0.43%	4,898 $0
Q2 2022 Aug 03, 2022	BUY	$42.93 - $53.98 $815 - $1,025	19 Added 0.39%	4,877 $215,000
Q1 2022 Apr 21, 2022	BUY	$49.15 - $56.85 $119,729 - $138,486	2,436 Added 100.58%	4,858 $259,000
Q4 2021 Feb 16, 2022	BUY	$51.87 - $56.86 $466 - $511	9 Added 0.37%	2,422 $274,000
Q3 2021 Nov 08, 2021	BUY	$51.32 - $54.83 $359 - $383	7 Added 0.29%	2,413 $251,000
Q2 2021 Jul 21, 2021	BUY	$48.92 - $52.14 $391 - $417	8 Added 0.33%	2,406 $251,000
Q1 2021 May 14, 2021	BUY	$44.89 - $48.81 $314 - $341	7 Added 0.29%	2,398 $232,000
Q4 2020 Feb 08, 2021	BUY	$39.03 - $45.5 $93,320 - $108,790	2,391 New	2,391 $218,000

Others Institutions Holding SCHB

# of Institutions

1,290

Shares Held

487M

Call Options Held

350K

Put Options Held

28.3K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

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Sja Financial Advisory, LLC Schwab Strategic Tr Us Broad M Transaction History