Jfs Wealth Advisors, LLC Schwab Strategic Tr 1000 Index Transaction History

Jfs Wealth Advisors, LLC

$1.46 Billion
Q4 2024

A detailed history of Jfs Wealth Advisors, LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 394 shares of SCHK stock, worth $11,626. This represents 0.0% of its overall portfolio holdings.

Number of Shares

394

Previous 197 100.0%

Holding current value

$11,626

Previous $10,000 10.0%

% of portfolio

0.0%

Previous 0.0%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$27.45 - $55.56 $5,407 - $10,945	197 Added 100.0%	394 $11,000
Q1 2022 May 02, 2022	SELL	$40.46 - $46.8 $606 - $702	-15 Reduced 7.08%	197 $9,000
Q3 2021 Nov 09, 2021	BUY	$42.11 - $45.01 $631 - $675	15 Added 7.61%	212 $9,000
Q1 2021 Apr 28, 2021	BUY	$36.87 - $39.72 $7,263 - $7,824	197 New	197 $8,000
Q2 2020 Aug 05, 2020	SELL	$23.93 - $31.78 $18,138 - $24,089	-758 Closed	0 $0
Q1 2020 Apr 29, 2020	BUY	$21.7 - $33.28 $65 - $99	3 Added 0.4%	758 $19,000
Q4 2019 Feb 03, 2020	BUY	$28.33 - $31.69 $226 - $253	8 Added 1.07%	755 $24,000
Q3 2019 Oct 31, 2019	BUY	$29.04 - $29.62 $116 - $118	4 Added 0.54%	747 $22,000
Q1 2019 Apr 23, 2019	BUY	N/A	421 Added 130.75%	743 $21,000
Q4 2018 Jan 28, 2019	BUY	N/A	322 New	322 $8,000

Others Institutions Holding SCHK

# of Institutions

195

Shares Held

68.8M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR 1000 INDEX

Ticker SCHK
Sector ETFs
Industry ETFs

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Jfs Wealth Advisors, LLC Schwab Strategic Tr 1000 Index Transaction History