Wealthsource Partners, LLC Schwab Strategic Tr 1 5 Yr C Transaction History

Wealthsource Partners, LLC

  • $1.52 Billion
  • Q4 2023

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2022

May 09, 2022
SELL
$48.35 - $50.5 $856,665 - $894,759
-17,718 Closed
0 $0
Q4 2021

Feb 14, 2022
SELL
$50.42 - $51.09 $213,881 - $216,723
-4,242 Reduced 19.32%
17,718 $896,000
Q3 2021

Nov 18, 2021
BUY
$51.05 - $51.3 $46,761 - $46,990
916 Added 4.35%
21,960 $1.12 Million
Q2 2021

Nov 18, 2021
BUY
$50.92 - $51.3 $591,894 - $596,311
11,624 Added 123.4%
21,044 $1.08 Million
Q1 2021

Jun 21, 2021
BUY
$50.81 - $51.4 $478,630 - $484,188
9,420 New
9,420 $480,000

Others Institutions Holding SCHJ

# of Institutions
111
Shares Held
3.51M
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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