Sja Financial Advisory, LLC Schwab Strategic Tr Us Large C Transaction History

Sja Financial Advisory, LLC

  • $136 Million
  • Q1 2024

A detailed history of Sja Financial Advisory, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Sja Financial Advisory, LLC holds 47,834 shares of SCHX stock, worth $3.13 Million. This represents 2.18% of its overall portfolio holdings.

Number of Shares
47,834
Previous 50,704 5.66%
Holding current value
$3.13 Million
Previous $2.86 Million 3.81%
% of portfolio
2.18%
Previous 2.22%

Shares

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

May 10, 2024
SELL
$55.41 - $62.08 $159,026 - $178,169
-2,870 Reduced 5.66%
47,834 $2.97 Million
Q4 2023

Feb 14, 2024
SELL
$48.47 - $56.6 $46,434 - $54,222
-958 Reduced 1.85%
50,704 $2.86 Million
Q3 2023

Nov 15, 2023
SELL
$50.36 - $54.21 $30,115 - $32,417
-598 Reduced 1.14%
51,662 $2.61 Million
Q2 2023

Aug 14, 2023
SELL
$47.67 - $52.37 $102,061 - $112,124
-2,141 Reduced 3.94%
52,260 $2.74 Million
Q1 2023

Apr 28, 2023
SELL
$44.78 - $49.41 $3,492 - $3,853
-78 Reduced 0.14%
54,401 $2.63 Million
Q4 2022

Feb 14, 2023
BUY
$44.01 - $48.16 $84,499 - $92,467
1,920 Added 3.65%
54,479 $2.46 Million
Q3 2022

Feb 14, 2023
SELL
N/A
-1,206 Reduced 2.24%
52,559 $0
Q2 2022

Aug 03, 2022
SELL
N/A
-619 Reduced 1.14%
53,765 $2.4 Million
Q1 2022

Apr 21, 2022
BUY
N/A
26,961 Added 98.32%
54,384 $2.93 Million
Q4 2021

Feb 16, 2022
SELL
N/A
-688 Reduced 2.45%
27,423 $3.12 Million
Q3 2021

Nov 08, 2021
SELL
N/A
-306 Reduced 1.08%
28,111 $2.92 Million
Q2 2021

Jul 21, 2021
SELL
N/A
-357 Reduced 1.24%
28,417 $2.96 Million
Q1 2021

May 14, 2021
SELL
N/A
-2,161 Reduced 6.99%
28,774 $2.76 Million
Q4 2020

Feb 08, 2021
SELL
N/A
-1,309 Reduced 4.06%
30,935 $2.81 Million
Q3 2020

Nov 06, 2020
SELL
N/A
-2,513 Reduced 7.23%
32,244 $2.6 Million
Q2 2020

Aug 12, 2020
SELL
N/A
-2,041 Reduced 5.55%
34,757 $2.58 Million
Q1 2020

May 11, 2020
SELL
N/A
-166 Reduced 0.45%
36,798 $2.25 Million
Q4 2019

Feb 05, 2020
SELL
N/A
-1,235 Reduced 3.23%
36,964 $2.84 Million
Q3 2019

Oct 30, 2019
BUY
N/A
605 Added 1.61%
38,199 $2.71 Million
Q2 2019

Aug 02, 2019
SELL
N/A
-592 Reduced 1.55%
37,594 $2.64 Million
Q1 2019

May 03, 2019
BUY
N/A
14,233 Added 59.42%
38,186 $2.58 Million
Q4 2018

Jan 28, 2019
SELL
N/A
-845 Reduced 3.41%
23,953 $1.43 Million
Q3 2018

Nov 06, 2018
BUY
N/A
2,296 Added 10.2%
24,798 $1.73 Million
Q2 2018

Aug 08, 2018
BUY
N/A
222 Added 1.0%
22,502 $1.46 Million
Q1 2018

May 11, 2018
BUY
N/A
390 Added 1.78%
22,280 $1.41 Million
Q4 2017

Feb 14, 2018
BUY
N/A
21,890
21,890 $1.4 Million

Others Institutions Holding SCHX

# of Institutions
1,259
Shares Held
426M
Call Options Held
40.4K
Put Options Held
1.4K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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