Bcgm Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History

Bcgm Wealth Management, LLC

  • $264 Million
  • Q1 2024

A detailed history of Bcgm Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Bcgm Wealth Management, LLC holds 18,922 shares of SCHV stock, worth $1.4 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares
18,922
Previous 19,124 1.06%
Holding current value
$1.4 Million
Previous $1.34 Million 7.24%
% of portfolio
0.54%
Previous 0.56%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 07, 2024
SELL
$68.82 - $75.98 $13,901 - $15,347
-202 Reduced 1.06%
18,922 $1.44 Million
Q4 2023

Feb 08, 2024
SELL
$61.16 - $70.24 $47,704 - $54,787
-780 Reduced 3.92%
19,124 $1.34 Million
Q3 2023

Nov 08, 2023
SELL
$64.45 - $69.39 $8,507 - $9,159
-132 Reduced 0.66%
19,904 $1.28 Million
Q2 2023

Aug 07, 2023
SELL
$63.33 - $67.21 $3.83 Million - $4.07 Million
-60,505 Reduced 75.12%
20,036 $1.34 Million
Q1 2023

May 02, 2023
SELL
$62.59 - $69.3 $738,749 - $817,947
-11,803 Reduced 12.78%
80,541 $5.28 Million
Q4 2022

Feb 07, 2023
BUY
$64.27 - $69.24 $113,372 - $122,139
1,764 Added 1.95%
92,344 $6.1 Million
Q3 2022

Nov 03, 2022
BUY
N/A
74,829 Added 475.07%
90,580 $5.79 Million
Q2 2022

Aug 01, 2022
SELL
N/A
-596 Reduced 3.65%
15,751 $1.05 Million
Q1 2022

May 02, 2022
BUY
N/A
117 Added 0.72%
16,347 $0
Q4 2021

Feb 01, 2022
SELL
N/A
-515 Reduced 3.08%
16,230 $1.19 Million
Q3 2021

Nov 01, 2021
SELL
N/A
-450 Reduced 2.62%
16,745 $1.19 Million
Q2 2021

Aug 02, 2021
SELL
N/A
-3,811 Reduced 18.14%
17,195 $1.19 Million
Q1 2021

Apr 21, 2021
SELL
N/A
-115,570 Reduced 84.62%
21,006 $1.4 Million
Q4 2020

Feb 16, 2021
BUY
N/A
136,576 New
136,576 $8.55 Million

Others Institutions Holding SCHV

# of Institutions
787
Shares Held
102M
Call Options Held
9.1K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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