Worth Pointe, LLC Schwab Strategic Tr 1 5 Yr C Transaction History

Worth Pointe, LLC

$357 Million
Q4 2025

A detailed history of Worth Pointe, LLC transactions in Schwab Strategic Tr 1 5 Yr C stock. As of the latest transaction made, Worth Pointe, LLC holds 8,532 shares of SCHJ stock, worth $211,934. This represents 0.06% of its overall portfolio holdings.

Number of Shares

8,532

Holding current value

$211,934

% of portfolio

0.06%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2025 Jan 26, 2026	BUY	$24.8 - $25.02 $211,593 - $213,470	8,532 New	8,532 $211,000

Others Institutions Holding SCHJ

# of Institutions

127

Shares Held

7.47M

Call Options Held

Put Options Held

Columbus Macro, LLC

446K
Shares

$11.1 Million
1.29% of portfolio
White Wing Wealth Management The Wodlands, TX

427K
Shares

$10.6 Million
6.53% of portfolio
Meridian Wealth Management, LLC

396K
Shares

$9.83 Million
0.39% of portfolio
Envestnet Asset Management Inc

378K
Shares

$9.38 Million
0.0% of portfolio
Cetera Investment Advisers Schaumburg, IL

335K
Shares

$8.32 Million
0.01% of portfolio

View Full List

About SCHWAB STRATEGIC TR 1 - 5 YR C

Ticker SCHJ
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