Captrust Financial Advisors Schwab Strategic Tr 1 5 Yr C Transaction History

Captrust Financial Advisors

  • $46.7 Billion
  • Q3 2025

A detailed history of Captrust Financial Advisors transactions in Schwab Strategic Tr 1 5 Yr C stock. As of the latest transaction made, Captrust Financial Advisors holds 13,725 shares of SCHJ stock, worth $340,929. This represents 0.0% of its overall portfolio holdings.

Number of Shares
13,725
Previous 13,725 -0.0%
Holding current value
$340,929
Previous $340,000 0.59%
% of portfolio
0.0%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
SELL
$24.29 - $24.65 $3,084 - $3,130
-127 Reduced 0.92%
13,725 $338,000
Q4 2024

Feb 14, 2025
BUY
$24.31 - $49.53 $172,746 - $351,960
7,106 Added 105.34%
13,852 $337,000
Q2 2024

Aug 14, 2024
SELL
$47.73 - $48.35 $30,404 - $30,798
-637 Reduced 8.63%
6,746 $325,000
Q1 2024

May 15, 2024
BUY
$48.03 - $48.53 $27,713 - $28,001
577 Added 8.48%
7,383 $356,000
Q4 2023

Feb 14, 2024
SELL
$46.51 - $48.38 $68,555 - $71,312
-1,474 Reduced 17.8%
6,806 $329,000
Q4 2022

Feb 15, 2023
SELL
$45.76 - $47.27 $114,400 - $118,175
-2,500 Reduced 23.19%
8,280 $388,000
Q3 2022

Nov 16, 2022
SELL
$46.13 - $48.23 $507 - $530
-11 Reduced 0.1%
10,780 $499,000
Q2 2022

Aug 16, 2022
BUY
$46.81 - $48.49 $109,348 - $113,272
2,336 Added 27.63%
10,791 $512,000
Q1 2022

May 16, 2022
SELL
$48.35 - $50.5 $473,830 - $494,900
-9,800 Reduced 53.68%
8,455 $411,000
Q3 2021

Nov 16, 2021
BUY
$51.05 - $51.3 $100,823 - $101,317
1,975 Added 12.13%
18,255 $932,000
Q1 2021

May 17, 2021
BUY
$50.81 - $51.4 $827,186 - $836,792
16,280 New
16,280 $830,000

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
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