Nelson, Van Denburg & Campbell Wealth Management Group, LLC Schwab Strategic Tr 1 5 Yr C Transaction History

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

$2.53 Billion
Q1 2025

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$24.31 - $49.53 $14,829 - $30,213	610 Added 100.0%	1,220 $29,000
Q2 2024 Aug 13, 2024	BUY	$47.73 - $48.35 $29,115 - $29,493	610 New	610 $29,000
Q4 2022 Feb 14, 2023	SELL	$45.76 - $47.27 $1,189 - $1,229	-26 Reduced 70.27%	11 $0
Q1 2022 May 13, 2022	SELL	$48.35 - $50.5 $8,799 - $9,191	-182 Reduced 83.11%	37 $1,000
Q4 2021 Feb 14, 2022	SELL	$50.42 - $51.09 $3,932 - $3,985	-78 Reduced 26.26%	219 $11,000
Q3 2021 Nov 02, 2021	SELL	$51.05 - $51.3 $2,705 - $2,718	-53 Reduced 15.14%	297 $15,000
Q2 2021 Jul 27, 2021	BUY	$50.92 - $51.3 $16,599 - $16,723	326 Added 1358.33%	350 $17,000
Q1 2021 May 11, 2021	SELL	$50.81 - $51.4 $16,665 - $16,859	-328 Reduced 93.18%	24 $1,000
Q4 2020 Feb 09, 2021	BUY	$51.23 - $52.03 $18,032 - $18,314	352 New	352 $18,000

Others Institutions Holding SCHJ

# of Institutions

119

Shares Held

7.31M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR 1 - 5 YR C

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