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

1,351

Shares Held

348M

Call Options Held

34.3K

Put Options Held

1.2K

About SCHWAB STRATEGIC TR US LARGE-C

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