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

Jfs Wealth Advisors, LLC

  • $1.49 Billion
  • Q3 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 197 shares of SCHK stock, worth $5,720. This represents 0.0% of its overall portfolio holdings.

Number of Shares
197
Previous 197 -0.0%
Holding current value
$5,720
Previous $10,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
181
Shares Held
39.5M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR 1000 INDEX

SCHK Quotes by TradingView
  • Ticker SCHK
  • Sector ETFs
  • Industry ETFs
More about SCHK
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