Spectrum Planning & Advisory Services Inc. Schwab Strategic Tr 1 5 Yr C Transaction History

Spectrum Planning & Advisory Services Inc.

$101 Million
Q2 2024

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 Apr 18, 2022	SELL	$48.35 - $50.5 $2.99 Million - $3.13 Million	-61,909 Closed	0 $0
Q4 2021 Jan 19, 2022	SELL	$50.42 - $51.09 $1.4 Million - $1.42 Million	-27,800 Reduced 30.99%	61,909 $3.13 Million
Q3 2021 Oct 13, 2021	SELL	$51.05 - $51.3 $1.46 Million - $1.47 Million	-28,587 Reduced 24.17%	89,709 $4.58 Million
Q2 2021 Jul 19, 2021	BUY	$50.92 - $51.3 $493,312 - $496,994	9,688 Added 8.92%	118,296 $6.05 Million
Q1 2021 Apr 27, 2021	BUY	$50.81 - $51.4 $5.52 Million - $5.58 Million	108,608 New	108,608 $5.54 Million

Others Institutions Holding SCHJ

# of Institutions

100

Shares Held

4.87M

Call Options Held

Put Options Held

Charles Schwab Investment Management Inc San Francisco, CA

1.73M
Shares

$42.1 Million
0.02% of portfolio
Columbus Macro, LLC

193K
Shares

$4.7 Million
3.49% of portfolio
Envestnet Asset Management Inc

189K
Shares

$4.62 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

166K
Shares

$4.05 Million
0.0% of portfolio
Cetera Investment Advisers Schaumburg, IL

164K
Shares

$4.01 Million
0.02% of portfolio

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