United Capital Financial Advisers, LLC Schwab Strategic Tr 1 5 Yr C Transaction History

United Capital Financial Advisers, LLC

$11.7 Billion
Q4 2024

A detailed history of United Capital Financial Advisers, LLC transactions in Schwab Strategic Tr 1 5 Yr C stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 32,200 shares of SCHJ stock, worth $792,442. This represents 0.01% of its overall portfolio holdings.

Number of Shares

32,200

Previous 18,150 77.41%

Holding current value

$792,442

Previous $900,000 12.78%

% of portfolio

0.01%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$24.31 - $49.53 $341,555 - $695,896	14,050 Added 77.41%	32,200 $785,000
Q2 2024 Aug 14, 2024	SELL	$47.73 - $48.35 $90,687 - $91,865	-1,900 Reduced 9.48%	18,150 $876,000
Q1 2024 May 15, 2024	SELL	$48.03 - $48.53 $50,911 - $51,441	-1,060 Reduced 5.02%	20,050 $969,000
Q4 2023 Feb 14, 2024	BUY	$46.51 - $48.38 $124,646 - $129,658	2,680 Added 14.54%	21,110 $1.02 Million
Q3 2023 Nov 14, 2023	SELL	$46.87 - $47.5 $63,274 - $64,125	-1,350 Reduced 6.83%	18,430 $865,000
Q2 2023 Aug 14, 2023	BUY	$47.14 - $47.79 $362,223 - $367,218	7,684 Added 63.53%	19,780 $935,000
Q1 2023 Aug 14, 2023	SELL	$46.68 - $47.8 $535,139 - $547,979	-11,464 Reduced 57.96%	8,316 $395,000
Q1 2023 May 15, 2023	BUY	$46.68 - $47.8 $564,641 - $578,188	12,096 New	12,096 $575,000

Others Institutions Holding SCHJ

# of Institutions

116

Shares Held

6.95M

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 United Capital Financial Advisers, LLC, based on Form 13F filings with the SEC.

News

Stay updated on United Capital Financial Advisers, LLC with notifications on news.

Account

United Capital Financial Advisers, LLC Schwab Strategic Tr 1 5 Yr C Transaction History