Wbi Investments, Inc. Schwab Strategic Tr 1 5 Yr C Transaction History

Wbi Investments, Inc.

$362 Million
Q2 2025

A detailed history of Wbi Investments, Inc. transactions in Schwab Strategic Tr 1 5 Yr C stock. As of the latest transaction made, Wbi Investments, Inc. holds 8,505 shares of SCHJ stock, worth $210,753. This represents 0.06% of its overall portfolio holdings.

Number of Shares

8,505

Previous 10,482 18.86%

Holding current value

$210,753

Previous $258,000 18.22%

% of portfolio

0.06%

Previous 0.07%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	SELL	$24.32 - $24.81 $48,080 - $49,049	-1,977 Reduced 18.86%	8,505 $211,000
Q1 2025 May 22, 2025	BUY	$24.29 - $24.65 $254,607 - $258,381	10,482 New	10,482 $258,000
Q2 2022 Jul 25, 2022	SELL	$46.81 - $48.49 $523,850 - $542,651	-11,191 Closed	0 $0
Q1 2022 May 02, 2022	BUY	$48.35 - $50.5 $138,764 - $144,935	2,870 Added 34.49%	11,191 $533,000
Q4 2021 Jan 28, 2022	BUY	$50.42 - $51.09 $5,042 - $5,109	100 Added 1.22%	8,321 $414,000
Q3 2021 Nov 09, 2021	BUY	$51.05 - $51.3 $40,891 - $41,091	801 Added 10.8%	8,221 $414,000
Q2 2021 Aug 13, 2021	BUY	$50.92 - $51.3 $377,317 - $380,133	7,410 Added 74100.0%	7,420 $380,000
Q2 2021 Aug 09, 2021	BUY	$50.92 - $51.3 $509 - $513	10 New	10 $380,000

Others Institutions Holding SCHJ

# of Institutions

133

Shares Held

7.83M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR 1 - 5 YR C

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Wbi Investments, Inc. Schwab Strategic Tr 1 5 Yr C Transaction History