Slate Stone Wealth, LLC Schwab Strategic Tr 1 5 Yr C Transaction History

Slate Stone Wealth, LLC

  • $1.16 Billion
  • Q3 2025

A detailed history of Slate Stone Wealth, LLC transactions in Schwab Strategic Tr 1 5 Yr C stock. As of the latest transaction made, Slate Stone Wealth, LLC holds 206,657 shares of SCHJ stock, worth $5.13 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares
206,657
Previous 232,966 11.29%
Holding current value
$5.13 Million
Previous $5.78 Million 10.81%
% of portfolio
0.45%
Previous 0.54%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 05, 2025
SELL
$24.65 - $24.98 $648,516 - $657,198
-26,309 Reduced 11.29%
206,657 $5.16 Million
Q2 2025

Aug 12, 2025
BUY
$24.32 - $24.81 $900,958 - $919,111
37,046 Added 18.91%
232,966 $5.78 Million
Q1 2025

May 08, 2025
BUY
$24.29 - $24.65 $1.07 Million - $1.09 Million
44,106 Added 29.05%
195,920 $4.83 Million
Q4 2024

Feb 10, 2025
BUY
$24.31 - $49.53 $2.27 Million - $4.62 Million
93,196 Added 158.99%
151,814 $3.7 Million
Q3 2024

Nov 07, 2024
BUY
$48.09 - $49.69 $2.82 Million - $2.91 Million
58,618 New
58,618 $2.91 Million

Others Institutions Holding SCHJ

# of Institutions
125
Shares Held
7.37M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR 1 - 5 YR C

SCHJ Quotes by TradingView
  • Ticker SCHJ
  • Sector ETFs
  • Industry ETFs
More about SCHJ
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