White Wing Wealth Management Schwab Strategic Tr 1 5 Yr C Transaction History

White Wing Wealth Management

  • $123 Million
  • Q2 2024

A detailed history of White Wing Wealth Management transactions in Schwab Strategic Tr 1 5 Yr C stock. As of the latest transaction made, White Wing Wealth Management holds 136,208 shares of SCHJ stock, worth $6.7 Million. This represents 5.33% of its overall portfolio holdings.

Number of Shares
136,208
Previous 85,051 60.15%
Holding current value
$6.7 Million
Previous $4.11 Million 60.0%
% of portfolio
5.33%
Previous 3.4%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 01, 2024
BUY
$47.73 - $48.35 $2.44 Million - $2.47 Million
51,157 Added 60.15%
136,208 $6.58 Million
Q1 2024

Apr 17, 2024
BUY
$48.03 - $48.53 $4.08 Million - $4.13 Million
85,051 New
85,051 $4.11 Million

Others Institutions Holding SCHJ

# of Institutions
97
Shares Held
4.63M
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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