Bcs Wealth Management Schwab Strategic Tr Us Large C Transaction History

Bcs Wealth Management

$235 Million
Q3 2024

Shares

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 10, 2024	SELL	$55.41 - $62.08 $185,734 - $208,092	-3,352 Reduced 1.3%	255,338 $15.8 Million
Q4 2023 Jan 11, 2024	SELL	$48.47 - $56.6 $378,986 - $442,555	-7,819 Reduced 2.93%	258,690 $14.6 Million
Q3 2023 Oct 12, 2023	BUY	$50.36 - $54.21 $13.4 Million - $14.4 Million	266,509 New	266,509 $13.5 Million
Q1 2023 Apr 10, 2023	BUY	$44.78 - $49.41 $2.03 Million - $2.24 Million	45,409 Added 17.66%	302,561 $14.6 Million
Q4 2022 Jan 10, 2023	BUY	$42.25 - $48.16 $129,496 - $147,610	3,065 Added 1.21%	257,152 $11.6 Million
Q3 2022 Oct 07, 2022	BUY	$42.35 - $51.01 $80,846 - $97,378	1,909 Added 0.76%	254,087 $10.8 Million
Q2 2022 Jul 29, 2022	SELL	$43.35 - $54.51 $228,064 - $286,777	-5,261 Reduced 2.04%	252,178 $11.3 Million
Q1 2022 Apr 28, 2022	BUY	$49.51 - $57.27 $5.6 Million - $6.48 Million	113,168 Added 78.44%	257,439 $13.9 Million
Q4 2021 Jan 18, 2022	BUY	$51.9 - $57.29 $728,572 - $804,237	14,038 Added 10.78%	144,271 $16.4 Million
Q3 2021 Oct 25, 2021	BUY	$51.52 - $54.94 $52,498 - $55,983	1,019 Added 0.79%	130,233 $13.5 Million
Q2 2021 Jul 21, 2021	BUY	$48.62 - $52.01 $15,898 - $17,007	327 Added 0.25%	129,214 $13.4 Million
Q1 2021 Apr 28, 2021	SELL	$44.9 - $48.34 $48,536 - $52,255	-1,081 Reduced 0.83%	128,887 $12.4 Million
Q4 2020 Jan 21, 2021	BUY	$39.35 - $45.48 $181,915 - $210,254	4,623 Added 3.69%	129,968 $11.8 Million
Q3 2020 Oct 23, 2020	SELL	$37.26 - $43.03 $143,451 - $165,665	-3,850 Reduced 2.98%	125,345 $10.1 Million
Q2 2020 Jul 21, 2020	BUY	$29.25 - $38.76 $233,970 - $310,041	7,999 Added 6.6%	129,195 $9.57 Million
Q1 2020 Apr 10, 2020	BUY	$26.61 - $40.52 $832,999 - $1.27 Million	31,304 Added 34.82%	121,196 $7.42 Million
Q4 2019 Feb 10, 2020	BUY	$34.42 - $38.54 $3.09 Million - $3.46 Million	89,892 New	89,892 $6.91 Million

Others Institutions Holding SCHX

# of Institutions

1,353

Shares Held

349M

Call Options Held

34.3K

Put Options Held

1.2K

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHX
Sector ETFs
Industry ETFs

More about SCHX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Bcs Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Bcs Wealth Management with notifications on news.