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

White Wing Wealth Management

$158 Million
Q3 2025

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 345,003 shares of SCHJ stock, worth $8.57 Million. This represents 5.44% of its overall portfolio holdings.

Number of Shares

345,003

Previous 324,033 6.47%

Holding current value

$8.57 Million

Previous $8.04 Million 7.07%

% of portfolio

5.44%

Previous 5.51%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 31, 2025	BUY	$24.65 - $24.98 $516,910 - $523,830	20,970 Added 6.47%	345,003 $8.61 Million
Q2 2025 Jul 10, 2025	BUY	$24.32 - $24.81 $196,262 - $200,216	8,070 Added 2.55%	324,033 $8.04 Million
Q1 2025 Apr 21, 2025	BUY	$24.29 - $24.65 $287,496 - $291,757	11,836 Added 3.89%	315,963 $7.79 Million
Q4 2024 Feb 03, 2025	BUY	$24.31 - $49.53 $3.96 Million - $8.07 Million	162,975 Added 115.46%	304,127 $7.41 Million
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

126

Shares Held

7.55M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR 1 - 5 YR C

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