Roundview Capital LLC Schwab Strategic Tr 1 5 Yr C Transaction History

Roundview Capital LLC

$1.54 Billion
Q3 2025

A detailed history of Roundview Capital LLC transactions in Schwab Strategic Tr 1 5 Yr C stock. As of the latest transaction made, Roundview Capital LLC holds 23,730 shares of SCHJ stock, worth $589,453. This represents 0.04% of its overall portfolio holdings.

Number of Shares

23,730

Previous 23,790 0.25%

Holding current value

$589,453

Previous $590,000 0.34%

% of portfolio

0.04%

Previous 0.04%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	SELL	$24.65 - $24.98 $1,479 - $1,498	-60 Reduced 0.25%	23,730 $592,000
Q2 2025 Jul 23, 2025	SELL	$24.32 - $24.81 $36,674 - $37,413	-1,508 Reduced 5.96%	23,790 $590,000
Q1 2025 May 06, 2025	BUY	$24.29 - $24.65 $777 - $788	32 Added 0.13%	25,298 $623,000
Q4 2024 Feb 12, 2025	BUY	$24.31 - $49.53 $308,299 - $628,139	12,682 Added 100.78%	25,266 $615,000
Q3 2024 Nov 14, 2024	SELL	$48.09 - $49.69 $40,636 - $41,988	-845 Reduced 6.29%	12,584 $624,000

Q2 2023 Aug 09, 2023	SELL	$47.14 - $47.79 $35,543 - $36,033	-754 Reduced 5.32%	13,429 $634,000
Q1 2023 May 09, 2023	SELL	$46.68 - $47.8 $1.61 Million - $1.65 Million	-34,568 Reduced 70.91%	14,183 $674,000
Q4 2022 Feb 13, 2023	SELL	$45.76 - $47.27 $207,384 - $214,227	-4,532 Reduced 8.51%	48,751 $2.29 Million
Q3 2022 Nov 10, 2022	BUY	$46.13 - $48.23 $1.55 Million - $1.62 Million	33,630 Added 171.12%	53,283 $2.47 Million
Q1 2022 May 11, 2022	BUY	$48.35 - $50.5 $950,222 - $992,476	19,653 New	19,653 $954,000

Others Institutions Holding SCHJ

# of Institutions

125

Shares Held

7.37M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR 1 - 5 YR C

Ticker SCHJ
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Roundview Capital LLC Schwab Strategic Tr 1 5 Yr C Transaction History