Slate Stone Wealth, LLC Schwab Strategic Tr 1 5 Yr C Transaction History

Slate Stone Wealth, LLC

  • $1.02 Billion
  • Q4 2024

A detailed history of Slate Stone Wealth, LLC transactions in Schwab Strategic Tr 1 5 Yr C stock. As of the latest transaction made, Slate Stone Wealth, LLC holds 151,814 shares of SCHJ stock, worth $3.72 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares
151,814
Previous 58,618 158.99%
Holding current value
$3.72 Million
Previous $2.91 Million 27.24%
% of portfolio
0.36%
Previous 0.26%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
BUY
$24.31 - $49.53 $2.27 Million - $4.62 Million
93,196 Added 158.99%
151,814 $3.7 Million
Q3 2024

Nov 07, 2024
BUY
$48.09 - $49.69 $2.82 Million - $2.91 Million
58,618 New
58,618 $2.91 Million

Others Institutions Holding SCHJ

# of Institutions
115
Shares Held
6.89M
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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