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

Bcgm Wealth Management, LLC

$287 Million
Q3 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 14,172 shares of SCHV stock, worth $385,903. This represents 0.4% of its overall portfolio holdings.

Number of Shares

14,172

Previous 14,106 0.47%

Holding current value

$385,903

Previous $1.04 Million 9.1%

% of portfolio

0.4%

Previous 0.38%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 06, 2024	BUY	$73.43 - $80.37 $4,846 - $5,304	66 Added 0.47%	14,172 $1.14 Million
Q2 2024 Jul 30, 2024	SELL	$71.74 - $75.86 $345,499 - $365,341	-4,816 Reduced 25.45%	14,106 $1.04 Million
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	$59.13 - $69.24 $104,305 - $122,139	1,764 Added 1.95%	92,344 $6.1 Million
Q3 2022 Nov 03, 2022	BUY	$58.51 - $69.02 $4.38 Million - $5.16 Million	74,829 Added 475.07%	90,580 $5.79 Million
Q2 2022 Aug 01, 2022	SELL	$60.93 - $72.3 $36,314 - $43,090	-596 Reduced 3.65%	15,751 $1.05 Million
Q1 2022 May 02, 2022	BUY	$67.71 - $74.19 $7,922 - $8,680	117 Added 0.72%	16,347 $0
Q4 2021 Feb 01, 2022	SELL	$67.9 - $73.3 $34,968 - $37,749	-515 Reduced 3.08%	16,230 $1.19 Million
Q3 2021 Nov 01, 2021	SELL	$66.91 - $71.05 $30,109 - $31,972	-450 Reduced 2.62%	16,745 $1.19 Million
Q2 2021 Aug 02, 2021	SELL	$65.81 - $69.75 $250,801 - $265,817	-3,811 Reduced 18.14%	17,195 $1.19 Million
Q1 2021 Apr 21, 2021	SELL	$58.71 - $65.66 $6.79 Million - $7.59 Million	-115,570 Reduced 84.62%	21,006 $1.4 Million
Q4 2020 Feb 16, 2021	BUY	$50.83 - $59.53 $6.94 Million - $8.13 Million	136,576 New	136,576 $8.55 Million

Others Institutions Holding SCHV

# of Institutions

831

Shares Held

112M

Call Options Held

Put Options Held

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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