Vsm Wealth Advisory, LLC Schwab Strategic Tr 1 5 Yr C Transaction History

Vsm Wealth Advisory, LLC

  • $278 Billion
  • Q1 2025

A detailed history of Vsm Wealth Advisory, LLC transactions in Schwab Strategic Tr 1 5 Yr C stock. As of the latest transaction made, Vsm Wealth Advisory, LLC holds 4,981 shares of SCHJ stock, worth $123,130. This represents 0.04% of its overall portfolio holdings.

Number of Shares
4,981
Previous 4,973 0.16%
Holding current value
$123,130
Previous $121 Million 1.25%
% of portfolio
0.04%
Previous 0.04%

Shares

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

May 05, 2025
BUY
$24.29 - $24.65 $194 - $197
8 Added 0.16%
4,981 $123 Million
Q4 2024

Feb 10, 2025
BUY
$24.31 - $49.53 $120,893 - $246,312
4,973 New
4,973 $121 Million

Others Institutions Holding SCHJ

# of Institutions
132
Shares Held
7.7M
Call Options Held
0
Put Options Held
6K
View Full List

About SCHWAB STRATEGIC TR 1 - 5 YR C

SCHJ Quotes by TradingView
  • Ticker SCHJ
  • Sector ETFs
  • Industry ETFs
More about SCHJ
Track This Portfolio

Track Vsm Wealth Advisory, LLC Portfolio

Follow Vsm Wealth Advisory, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Vsm Wealth Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vsm Wealth Advisory, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email