United Capital Financial Advisers, LLC Schwab Strategic Tr 1 5 Yr C Transaction History

United Capital Financial Advisers, LLC

$11.5 Billion
Q2 2024

A detailed history of United Capital Financial Advisers, LLC transactions in Schwab Strategic Tr 1 5 Yr C stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 18,150 shares of SCHJ stock, worth $444,493. This represents 0.01% of its overall portfolio holdings.

Number of Shares

18,150

Previous 20,050 9.48%

Holding current value

$444,493

Previous $969,000 9.6%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 14, 2024	SELL	$47.73 - $48.35 $90,687 - $91,865	-1,900 Reduced 9.48%	18,150 $876,000
Q1 2024 May 15, 2024	SELL	$48.03 - $48.53 $50,911 - $51,441	-1,060 Reduced 5.02%	20,050 $969,000
Q4 2023 Feb 14, 2024	BUY	$46.51 - $48.38 $124,646 - $129,658	2,680 Added 14.54%	21,110 $1.02 Million
Q3 2023 Nov 14, 2023	SELL	$46.87 - $47.5 $63,274 - $64,125	-1,350 Reduced 6.83%	18,430 $865,000
Q2 2023 Aug 14, 2023	BUY	$47.14 - $47.79 $362,223 - $367,218	7,684 Added 63.53%	19,780 $935,000
Q1 2023 Aug 14, 2023	SELL	$46.68 - $47.8 $535,139 - $547,979	-11,464 Reduced 57.96%	8,316 $395,000
Q1 2023 May 15, 2023	BUY	$46.68 - $47.8 $564,641 - $578,188	12,096 New	12,096 $575,000

Others Institutions Holding SCHJ

# of Institutions

101

Shares Held

4.86M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR 1 - 5 YR C

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United Capital Financial Advisers, LLC Schwab Strategic Tr 1 5 Yr C Transaction History