Wr Wealth Planners, LLC Schwab Strategic Tr 1 5 Yr C Transaction History

Wr Wealth Planners, LLC

  • $301 Million
  • Q4 2024

A detailed history of Wr Wealth Planners, LLC transactions in Schwab Strategic Tr 1 5 Yr C stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 739 shares of SCHJ stock, worth $18,356. This represents 0.01% of its overall portfolio holdings.

Number of Shares
739
Previous 446 65.7%
Holding current value
$18,356
Previous $22,000 18.18%
% of portfolio
0.01%
Previous 0.01%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 05, 2025
BUY
$24.31 - $49.53 $7,122 - $14,512
293 Added 65.7%
739 $18,000
Q3 2024

Oct 17, 2024
SELL
$48.09 - $49.69 $48 - $49
-1 Reduced 0.22%
446 $22,000
Q2 2024

Jul 31, 2024
SELL
$47.73 - $48.35 $954 - $967
-20 Reduced 4.28%
447 $21,000
Q1 2024

Jul 31, 2024
BUY
$48.03 - $48.53 $22,430 - $22,663
467 New
467 $22,000
Q3 2023

Aug 01, 2024
SELL
$46.87 - $47.5 $2,202 - $2,232
-47 Reduced 6.8%
644 $30.3 Million
Q2 2023

Aug 01, 2024
BUY
$47.14 - $47.79 $11,502 - $11,660
244 Added 54.59%
691 $32.7 Million
Q1 2023

Aug 01, 2024
BUY
$46.68 - $47.8 $19,698 - $20,171
422 Added 94.41%
869 $41.3 Million
Q4 2022

Oct 10, 2024
SELL
$45.76 - $47.27 $7,550 - $7,799
-165 Reduced 15.35%
910 $42.7 Million
Q3 2022

Oct 10, 2024
BUY
$46.13 - $48.23 $28,969 - $30,288
628 Added 140.49%
1,075 $49.8 Million
Q2 2022

Oct 17, 2024
SELL
$46.81 - $48.49 $10,859 - $11,249
-232 Reduced 9.88%
2,117 $101 Million
Q1 2022

Oct 17, 2024
BUY
$48.35 - $50.5 $92,010 - $96,101
1,903 Added 426.68%
2,349 $114 Million

Others Institutions Holding SCHJ

# of Institutions
125
Shares Held
7.37M
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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