Sja Financial Advisory, LLC Schwab Strategic Tr Us Emergin Transaction History

Sja Financial Advisory, LLC

  • $136 Million
  • Q1 2024

A detailed history of Sja Financial Advisory, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Sja Financial Advisory, LLC holds 32,017 shares of SCHE stock, worth $867,340. This represents 0.59% of its overall portfolio holdings.

Number of Shares
32,017
Previous 32,217 0.62%
Holding current value
$867,340
Previous $798,000 1.25%
% of portfolio
0.59%
Previous 0.62%

Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 10, 2024
SELL
$23.47 - $25.45 $4,694 - $5,090
-200 Reduced 0.62%
32,017 $808,000
Q4 2023

Feb 14, 2024
BUY
$23.04 - $24.89 $419,973 - $453,694
18,228 Added 130.3%
32,217 $798,000
Q2 2023

Aug 14, 2023
BUY
$23.66 - $25.54 $1,703 - $1,838
72 Added 0.52%
13,989 $344,000
Q1 2023

Apr 28, 2023
BUY
$23.32 - $26.39 $2,425 - $2,744
104 Added 0.75%
13,917 $341,000
Q4 2022

Feb 14, 2023
BUY
$22.0 - $24.95 $14,696 - $16,666
668 Added 5.08%
13,813 $326,000
Q3 2022

Feb 14, 2023
BUY
N/A
718 Added 5.78%
13,145 $0
Q2 2022

Aug 03, 2022
SELL
N/A
-4 Reduced 0.03%
12,427 $315,000
Q1 2022

Apr 21, 2022
BUY
N/A
505 Added 4.23%
12,431 $345,000
Q4 2021

Feb 16, 2022
BUY
N/A
76 Added 0.64%
11,926 $353,000
Q3 2021

Nov 08, 2021
BUY
N/A
308 Added 2.67%
11,850 $361,000
Q2 2021

Jul 21, 2021
SELL
N/A
-799 Reduced 6.47%
11,542 $379,000
Q1 2021

May 14, 2021
SELL
N/A
-4,943 Reduced 28.6%
12,341 $392,000
Q4 2020

Feb 08, 2021
SELL
N/A
-562 Reduced 3.15%
17,284 $530,000
Q3 2020

Nov 06, 2020
SELL
N/A
-4,559 Reduced 20.35%
17,846 $478,000
Q2 2020

Aug 12, 2020
SELL
N/A
-1,633 Reduced 6.79%
22,405 $546,000
Q1 2020

May 11, 2020
SELL
N/A
-2,138 Reduced 8.17%
24,038 $497,000
Q4 2019

Feb 05, 2020
SELL
N/A
-1,627 Reduced 5.85%
26,176 $716,000
Q3 2019

Oct 30, 2019
BUY
N/A
1,233 Added 4.64%
27,803 $699,000
Q2 2019

Aug 02, 2019
BUY
N/A
943 Added 3.68%
26,570 $697,000
Q1 2019

May 03, 2019
BUY
N/A
25,627 New
25,627 $667,000
Q4 2018

Jan 28, 2019
SELL
N/A
-14,790 Closed
0 $0
Q3 2018

Nov 06, 2018
BUY
N/A
2,259 Added 18.03%
14,790 $380,000
Q2 2018

Aug 08, 2018
BUY
N/A
1,581 Added 14.44%
12,531 $324,000
Q1 2018

May 11, 2018
BUY
N/A
3,138 Added 40.17%
10,950 $314,000
Q4 2017

Feb 14, 2018
BUY
N/A
7,812
7,812 $218,000

Others Institutions Holding SCHE

# of Institutions
764
Shares Held
234M
Call Options Held
26.1K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US EMERGIN

SCHE Quotes by TradingView
  • Ticker SCHE
  • Sector ETFs
  • Industry ETFs
More about SCHE
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.

Choose your preferred platform and Sign Up 👇 Telegram Email