Sja Financial Advisory, LLC Schwab Strategic Tr Us Broad M Transaction History

Sja Financial Advisory, LLC

$139 Million
Q4 2024

A detailed history of Sja Financial Advisory, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Sja Financial Advisory, LLC holds 15,184 shares of SCHB stock, worth $348,169. This represents 0.25% of its overall portfolio holdings.

Number of Shares

15,184

Previous 5,044 201.03%

Holding current value

$348,169

Previous $335,000 2.69%

% of portfolio

0.25%

Previous 0.23%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 03, 2025	BUY	$22.01 - $66.82 $223,181 - $677,554	10,140 Added 201.03%	15,184 $344,000
Q3 2024 Nov 25, 2024	BUY	$59.93 - $66.52 $1,917 - $2,128	32 Added 0.64%	5,044 $335,000
Q1 2024 May 10, 2024	BUY	$54.61 - $61.05 $819 - $915	15 Added 0.3%	5,012 $305,000
Q4 2023 Feb 14, 2024	BUY	$47.61 - $55.91 $999 - $1,174	21 Added 0.42%	4,997 $278,000
Q3 2023 Nov 15, 2023	BUY	$49.59 - $53.57 $942 - $1,017	19 Added 0.38%	4,976 $248,000
Q2 2023 Aug 14, 2023	BUY	$47.08 - $51.7 $847 - $930	18 Added 0.36%	4,957 $256,000
Q1 2023 Apr 28, 2023	BUY	$44.47 - $49.23 $844 - $935	19 Added 0.39%	4,939 $236,000
Q4 2022 Feb 14, 2023	BUY	$41.94 - $47.81 $922 - $1,051	22 Added 0.45%	4,920 $220,000
Q3 2022 Feb 14, 2023	BUY	$41.99 - $50.63 $881 - $1,063	21 Added 0.43%	4,898 $0
Q2 2022 Aug 03, 2022	BUY	$42.93 - $53.98 $815 - $1,025	19 Added 0.39%	4,877 $215,000
Q1 2022 Apr 21, 2022	BUY	$49.15 - $56.85 $119,729 - $138,486	2,436 Added 100.58%	4,858 $259,000
Q4 2021 Feb 16, 2022	BUY	$51.87 - $56.86 $466 - $511	9 Added 0.37%	2,422 $274,000
Q3 2021 Nov 08, 2021	BUY	$51.32 - $54.83 $359 - $383	7 Added 0.29%	2,413 $251,000
Q2 2021 Jul 21, 2021	BUY	$48.92 - $52.14 $391 - $417	8 Added 0.33%	2,406 $251,000
Q1 2021 May 14, 2021	BUY	$44.89 - $48.81 $314 - $341	7 Added 0.29%	2,398 $232,000
Q4 2020 Feb 08, 2021	BUY	$39.03 - $45.5 $93,320 - $108,790	2,391 New	2,391 $218,000

Others Institutions Holding SCHB

# of Institutions

1,263

Shares Held

445M

Call Options Held

365K

Put Options Held

32.6K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

Ticker SCHB
Sector ETFs
Industry ETFs

More about SCHB

Track This Portfolio

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.

Account

Sja Financial Advisory, LLC Schwab Strategic Tr Us Broad M Transaction History