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

Burling Wealth Partners, LLC

  • $604 Billion
  • Q3 2025

A detailed history of Burling Wealth Partners, LLC transactions in Schwab Strategic Tr 1 5 Yr C stock. As of the latest transaction made, Burling Wealth Partners, LLC holds 9,440 shares of SCHJ stock, worth $234,489. This represents 0.04% of its overall portfolio holdings.

Number of Shares
9,440
Previous 12,240 22.88%
Holding current value
$234,489
Previous $304 Million 22.46%
% of portfolio
0.04%
Previous 0.06%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025
SELL
$24.65 - $24.98 $69,020 - $69,944
-2,800 Reduced 22.88%
9,440 $235 Million
Q2 2025

Aug 08, 2025
BUY
$24.32 - $24.81 $297,676 - $303,674
12,240 New
12,240 $304 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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