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

Sja Financial Advisory, LLC

$145 Million
Q3 2025

A detailed history of Sja Financial Advisory, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Sja Financial Advisory, LLC holds 126,880 shares of SCHX stock, worth $3.37 Million. This represents 2.3% of its overall portfolio holdings.

Number of Shares

126,880

Previous 130,380 2.68%

Holding current value

$3.37 Million

Previous $3.19 Million 4.9%

% of portfolio

2.3%

Previous 2.19%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 05, 2025	SELL	$24.46 - $26.5 $85,610 - $92,750	-3,500 Reduced 2.68%	126,880 $3.34 Million
Q2 2025 Aug 06, 2025	SELL	$19.6 - $24.44 $33,692 - $42,012	-1,719 Reduced 1.3%	130,380 $3.19 Million
Q1 2025 May 14, 2025	SELL	$21.75 - $24.28 $12,963 - $14,470	-596 Reduced 0.45%	132,099 $2.92 Million
Q4 2024 Feb 03, 2025	BUY	$22.4 - $68.28 $1.95 Million - $5.93 Million	86,860 Added 189.51%	132,695 $3.08 Million
Q3 2024 Nov 25, 2024	SELL	$61.11 - $67.85 $43,388 - $48,173	-710 Reduced 1.53%	45,835 $3.11 Million

Q2 2024 Jul 31, 2024	SELL	$58.7 - $64.78 $75,664 - $83,501	-1,289 Reduced 2.69%	46,545 $2.99 Million
Q1 2024 May 10, 2024	SELL	$55.41 - $62.08 $159,026 - $178,169	-2,870 Reduced 5.66%	47,834 $2.97 Million
Q4 2023 Feb 14, 2024	SELL	$48.47 - $56.6 $46,434 - $54,222	-958 Reduced 1.85%	50,704 $2.86 Million
Q3 2023 Nov 15, 2023	SELL	$50.36 - $54.21 $30,115 - $32,417	-598 Reduced 1.14%	51,662 $2.61 Million
Q2 2023 Aug 14, 2023	SELL	$47.67 - $52.37 $102,061 - $112,124	-2,141 Reduced 3.94%	52,260 $2.74 Million
Q1 2023 Apr 28, 2023	SELL	$44.78 - $49.41 $3,492 - $3,853	-78 Reduced 0.14%	54,401 $2.63 Million
Q4 2022 Feb 14, 2023	BUY	$42.25 - $48.16 $81,120 - $92,467	1,920 Added 3.65%	54,479 $2.46 Million
Q3 2022 Feb 14, 2023	SELL	$42.35 - $51.01 $51,074 - $61,518	-1,206 Reduced 2.24%	52,559 $0
Q2 2022 Aug 03, 2022	SELL	$43.35 - $54.51 $26,833 - $33,741	-619 Reduced 1.14%	53,765 $2.4 Million
Q1 2022 Apr 21, 2022	BUY	$49.51 - $57.27 $1.33 Million - $1.54 Million	26,961 Added 98.32%	54,384 $2.93 Million
Q4 2021 Feb 16, 2022	SELL	$51.9 - $57.29 $35,707 - $39,415	-688 Reduced 2.45%	27,423 $3.12 Million
Q3 2021 Nov 08, 2021	SELL	$51.52 - $54.94 $15,765 - $16,811	-306 Reduced 1.08%	28,111 $2.92 Million
Q2 2021 Jul 21, 2021	SELL	$48.62 - $52.01 $17,357 - $18,567	-357 Reduced 1.24%	28,417 $2.96 Million
Q1 2021 May 14, 2021	SELL	$44.9 - $48.34 $97,028 - $104,462	-2,161 Reduced 6.99%	28,774 $2.76 Million
Q4 2020 Feb 08, 2021	SELL	$39.35 - $45.48 $51,509 - $59,533	-1,309 Reduced 4.06%	30,935 $2.81 Million
Q3 2020 Nov 06, 2020	SELL	$37.26 - $43.03 $93,634 - $108,134	-2,513 Reduced 7.23%	32,244 $2.6 Million
Q2 2020 Aug 12, 2020	SELL	$29.25 - $38.76 $59,699 - $79,109	-2,041 Reduced 5.55%	34,757 $2.58 Million
Q1 2020 May 11, 2020	SELL	$26.61 - $40.52 $4,417 - $6,726	-166 Reduced 0.45%	36,798 $2.25 Million
Q4 2019 Feb 05, 2020	SELL	$34.42 - $38.54 $42,508 - $47,596	-1,235 Reduced 3.23%	36,964 $2.84 Million
Q3 2019 Oct 30, 2019	BUY	$35.28 - $36.01 $21,344 - $21,786	605 Added 1.61%	38,199 $2.71 Million
Q2 2019 Aug 02, 2019	SELL	N/A	-592 Reduced 1.55%	37,594 $2.64 Million
Q1 2019 May 03, 2019	BUY	N/A	14,233 Added 59.42%	38,186 $2.58 Million
Q4 2018 Jan 28, 2019	SELL	N/A	-845 Reduced 3.41%	23,953 $1.43 Million
Q3 2018 Nov 06, 2018	BUY	N/A	2,296 Added 10.2%	24,798 $1.73 Million
Q2 2018 Aug 08, 2018	BUY	N/A	222 Added 1.0%	22,502 $1.46 Million
Q1 2018 May 11, 2018	BUY	N/A	390 Added 1.78%	22,280 $1.41 Million
Q4 2017 Feb 14, 2018	BUY	N/A	21,890	21,890 $1.4 Million

Others Institutions Holding SCHX

# of Institutions

1,631

Shares Held

1.14B

Call Options Held

64.2K

Put Options Held

12K

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