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

Roundview Capital LLC

$1.4 Billion
Q4 2024

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 25,266 shares of SCHJ stock, worth $621,290. This represents 0.04% of its overall portfolio holdings.

Number of Shares

25,266

Previous 12,584 100.78%

Holding current value

$621,290

Previous $624,000 1.44%

% of portfolio

0.04%

Previous 0.05%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

118

Shares Held

7.28M

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 Roundview Capital LLC, based on Form 13F filings with the SEC.

News

Stay updated on Roundview Capital LLC with notifications on news.

Account

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