Financial Architects, Inc Schwab Strategic Tr 1 5 Yr C Transaction History

Financial Architects, Inc

$657 Million
Q2 2023

A detailed history of Financial Architects, Inc transactions in Schwab Strategic Tr 1 5 Yr C stock. As of the latest transaction made, Financial Architects, Inc holds 92,421 shares of SCHJ stock, worth $2.27 Million. This represents 0.66% of its overall portfolio holdings.

Number of Shares

92,421

Previous 92,415 0.01%

Holding current value

$2.27 Million

Previous $4.4 Million 0.61%

% of portfolio

0.66%

Previous 0.71%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 09, 2023	BUY	$47.14 - $47.79 $282 - $286	6 Added 0.01%	92,421 $4.37 Million
Q1 2023 May 12, 2023	BUY	$46.68 - $47.8 $362,703 - $371,406	7,770 Added 9.18%	92,415 $4.4 Million
Q4 2022 Feb 06, 2023	SELL	$45.76 - $47.27 $541,706 - $559,582	-11,838 Reduced 12.27%	84,645 $3.97 Million
Q3 2022 Nov 14, 2022	BUY	$46.13 - $48.23 $4.45 Million - $4.65 Million	96,483 New	96,483 $4.47 Million
Q2 2022 Aug 11, 2022	SELL	$46.81 - $48.49 $4.61 Million - $4.77 Million	-98,444 Closed	0 $0
Q1 2022 May 05, 2022	SELL	$48.35 - $50.5 $32,104 - $33,532	-664 Reduced 0.67%	98,444 $4.78 Million
Q4 2021 Feb 14, 2022	SELL	$50.42 - $51.09 $164,318 - $166,502	-3,259 Reduced 3.18%	99,108 $5.01 Million
Q3 2021 Nov 12, 2021	BUY	$51.05 - $51.3 $64,731 - $65,048	1,268 Added 1.25%	102,367 $5.23 Million
Q2 2021 Aug 10, 2021	BUY	$50.92 - $51.3 $769,604 - $775,348	15,114 Added 17.58%	101,099 $5.17 Million
Q1 2021 May 17, 2021	BUY	$50.81 - $51.4 $649,046 - $656,583	12,774 Added 17.45%	85,985 $4.38 Million
Q4 2020 Feb 17, 2021	BUY	$51.23 - $52.03 $962,560 - $977,591	18,789 Added 34.52%	73,211 $3.76 Million
Q3 2020 Nov 09, 2020	BUY	$51.3 - $51.68 $574,252 - $578,505	11,194 Added 25.9%	54,422 $2.8 Million
Q2 2020 Aug 11, 2020	BUY	$48.61 - $51.42 $1.61 Million - $1.7 Million	33,091 Added 326.44%	43,228 $2.22 Million
Q1 2020 May 07, 2020	BUY	$43.97 - $50.91 $327,004 - $378,617	7,437 Added 275.44%	10,137 $497,000
Q4 2019 Feb 14, 2020	BUY	$49.85 - $50.07 $134,595 - $135,189	2,700 New	2,700 $135,000

Others Institutions Holding SCHJ

# of Institutions

115

Shares Held

6.89M

Call Options Held

Put Options Held

View Full List

About SCHWAB STRATEGIC TR 1 - 5 YR C

Ticker SCHJ
Sector ETFs
Industry ETFs

More about SCHJ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial Architects, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Financial Architects, Inc with notifications on news.

Account

Financial Architects, Inc Schwab Strategic Tr 1 5 Yr C Transaction History