Sja Financial Advisory, LLC Schwab Strategic Tr Us Small C Transaction History

Sja Financial Advisory, LLC

  • $139 Million
  • Q4 2024

A detailed history of Sja Financial Advisory, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Sja Financial Advisory, LLC holds 7,805 shares of SCHA stock, worth $183,261. This represents 0.14% of its overall portfolio holdings.

Number of Shares
7,805
Previous 3,945 97.85%
Holding current value
$183,261
Previous $203,000 0.99%
% of portfolio
0.14%
Previous 0.14%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 03, 2025
BUY
$25.33 - $51.16 $97,773 - $197,477
3,860 Added 97.85%
7,805 $201,000
Q3 2024

Nov 25, 2024
BUY
$46.9 - $51.96 $185,020 - $204,982
3,945 New
3,945 $203,000
Q1 2023

Apr 28, 2023
BUY
$39.82 - $46.36 $756 - $880
19 Added 0.32%
6,003 $251,000
Q4 2022

Feb 14, 2023
BUY
$38.25 - $43.54 $15,644 - $17,807
409 Added 7.34%
5,984 $242,000
Q3 2022

Feb 14, 2023
BUY
$37.65 - $45.9 $941 - $1,147
25 Added 0.45%
5,575 $0
Q2 2022

Aug 03, 2022
BUY
$37.88 - $48.01 $5,682 - $7,201
150 Added 2.78%
5,550 $216,000
Q1 2022

Apr 21, 2022
BUY
$44.42 - $51.73 $129,128 - $150,379
2,907 Added 116.61%
5,400 $256,000
Q4 2021

Feb 16, 2022
BUY
$48.64 - $55.07 $5,788 - $6,553
119 Added 5.01%
2,493 $255,000
Q3 2021

Nov 08, 2021
BUY
$48.3 - $52.49 $3,139 - $3,411
65 Added 2.82%
2,374 $238,000
Q2 2021

Jul 21, 2021
SELL
$48.39 - $52.91 $7,064 - $7,724
-146 Reduced 5.95%
2,309 $241,000
Q1 2021

May 14, 2021
SELL
$43.89 - $52.63 $16,897 - $20,262
-385 Reduced 13.56%
2,455 $245,000
Q4 2020

Feb 08, 2021
SELL
$34.66 - $45.17 $30,812 - $40,156
-889 Reduced 23.84%
2,840 $253,000
Q3 2020

Nov 06, 2020
SELL
$32.09 - $36.38 $2,695 - $3,055
-84 Reduced 2.2%
3,729 $255,000
Q2 2020

Aug 12, 2020
SELL
$23.59 - $35.22 $17,315 - $25,851
-734 Reduced 16.14%
3,813 $249,000
Q1 2020

May 11, 2020
BUY
$22.29 - $38.7 $14,599 - $25,348
655 Added 16.83%
4,547 $234,000
Q4 2019

Feb 05, 2020
BUY
$33.63 - $38.03 $8,407 - $9,507
250 Added 6.86%
3,892 $294,000
Q3 2019

Oct 30, 2019
BUY
$34.78 - $36.12 $9,564 - $9,933
275 Added 8.17%
3,642 $254,000
Q2 2019

Aug 02, 2019
BUY
N/A
317 Added 10.39%
3,367 $241,000
Q1 2019

May 03, 2019
BUY
N/A
3,050 New
3,050 $213,000
Q4 2018

Jan 28, 2019
SELL
N/A
-3,208 Closed
0 $0
Q3 2018

Nov 06, 2018
BUY
N/A
101 Added 3.25%
3,208 $244,000
Q2 2018

Aug 08, 2018
BUY
N/A
3,107 New
3,107 $229,000

Others Institutions Holding SCHA

# of Institutions
1,255
Shares Held
274M
Call Options Held
66.4K
Put Options Held
2.7K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

SCHA Quotes by TradingView
  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
Track This Portfolio

Track Sja Financial Advisory, LLC Portfolio

Follow Sja Financial Advisory, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sja Financial Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sja Financial Advisory, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email