White Wing Wealth Management Schwab Strategic Tr 1 5 Yr C Transaction History

White Wing Wealth Management

  • $128 Million
  • Q3 2024

A detailed history of White Wing Wealth Management transactions in Schwab Strategic Tr 1 5 Yr C stock. As of the latest transaction made, White Wing Wealth Management holds 141,152 shares of SCHJ stock, worth $3.44 Million. This represents 5.48% of its overall portfolio holdings.

Number of Shares
141,152
Previous 136,208 3.63%
Holding current value
$3.44 Million
Previous $6.58 Million 6.48%
% of portfolio
5.48%
Previous 5.33%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 07, 2024
BUY
$48.09 - $49.69 $237,756 - $245,667
4,944 Added 3.63%
141,152 $7 Million
Q2 2024

Aug 01, 2024
BUY
$47.73 - $48.35 $2.44 Million - $2.47 Million
51,157 Added 60.15%
136,208 $6.58 Million
Q1 2024

Apr 17, 2024
BUY
$48.03 - $48.53 $4.08 Million - $4.13 Million
85,051 New
85,051 $4.11 Million

Others Institutions Holding SCHJ

# of Institutions
111
Shares Held
3.51M
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
Track This Portfolio

Track White Wing Wealth Management Portfolio

Follow White Wing Wealth Management 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 White Wing Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on White Wing Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email