Visionary Wealth Advisors Schwab Strategic Tr 1 5 Yr C Transaction History

Visionary Wealth Advisors

  • $1.56 Billion
  • Q1 2025

A detailed history of Visionary Wealth Advisors transactions in Schwab Strategic Tr 1 5 Yr C stock. As of the latest transaction made, Visionary Wealth Advisors holds 116,218 shares of SCHJ stock, worth $2.87 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
116,218
Previous 177,361 34.47%
Holding current value
$2.87 Million
Previous $4.32 Million 33.79%
% of portfolio
0.18%
Previous 0.27%

Shares

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

May 14, 2025
SELL
$24.29 - $24.65 $1.49 Million - $1.51 Million
-61,143 Reduced 34.47%
116,218 $2.86 Million
Q4 2024

Feb 13, 2025
BUY
$24.31 - $49.53 $3.93 Million - $8 Million
161,597 Added 1025.1%
177,361 $4.32 Million
Q3 2024

Nov 12, 2024
BUY
$48.09 - $49.69 $758,090 - $783,313
15,764 New
15,764 $782,000

Others Institutions Holding SCHJ

# of Institutions
127
Shares Held
7.66M
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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