Stephens Group Asset Management, LLC Schwab Strategic Tr 1 5 Yr C Transaction History

Stephens Group Asset Management, LLC

  • $1.23 Billion
  • Q1 2025

A detailed history of Stephens Group Asset Management, LLC transactions in Schwab Strategic Tr 1 5 Yr C stock. As of the latest transaction made, Stephens Group Asset Management, LLC holds 8,811 shares of SCHJ stock, worth $216,221. This represents 0.02% of its overall portfolio holdings.

Number of Shares
8,811
Previous 27,702 68.19%
Holding current value
$216,221
Previous $675,000 67.85%
% of portfolio
0.02%
Previous 0.06%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 15, 2025
SELL
$24.29 - $24.65 $458,862 - $465,663
-18,891 Reduced 68.19%
8,811 $217,000
Q4 2024

Jan 14, 2025
BUY
$24.31 - $49.53 $521,060 - $1.06 Million
21,434 Added 341.96%
27,702 $675,000
Q3 2024

Oct 09, 2024
BUY
$48.09 - $49.69 $301,428 - $311,456
6,268 New
6,268 $310,000

Others Institutions Holding SCHJ

# of Institutions
121
Shares Held
7.28M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR 1 - 5 YR C

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