Bdo Wealth Advisors, LLC Schwab Strategic Tr Us Small C Transaction History

Bdo Wealth Advisors, LLC

$867 Million
Q2 2023

A detailed history of Bdo Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Bdo Wealth Advisors, LLC holds 3,424 shares of SCHA stock, worth $176,062. This represents 0.02% of its overall portfolio holdings.

Number of Shares

3,424

Previous 3,424 -0.0%

Holding current value

$176,062

Previous $143,000 4.2%

% of portfolio

0.02%

Previous 0.02%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 27, 2023	SELL	$38.25 - $43.54 $5,890 - $6,705	-154 Reduced 4.3%	3,424 $0
Q3 2022 Nov 02, 2022	BUY	$37.65 - $45.9 $5,798 - $7,068	154 Added 4.5%	3,578 $135,000
Q2 2022 Aug 25, 2022	SELL	$37.88 - $48.01 $30,038 - $38,071	-793 Reduced 18.8%	3,424 $134,000
Q1 2022 May 06, 2022	BUY	$44.42 - $51.73 $92,349 - $107,546	2,079 Added 97.24%	4,217 $200,000
Q4 2021 Feb 11, 2022	BUY	$48.64 - $55.07 $1,702 - $1,927	35 Added 1.66%	2,138 $219,000
Q3 2021 Nov 09, 2021	BUY	$48.3 - $52.49 $7,051 - $7,663	146 Added 7.46%	2,103 $210,000
Q1 2019 May 15, 2019	SELL	N/A	-512 Reduced 20.74%	1,957 $137,000
Q4 2018 Feb 14, 2019	SELL	N/A	-325 Reduced 11.63%	2,469 $150,000
Q2 2018 Aug 27, 2018	BUY	N/A	894 Added 47.05%	2,794 $206,000
Q3 2017 Nov 08, 2017	BUY	N/A	1,900	1,900 $128,000

Others Institutions Holding SCHA

# of Institutions

1,119

Shares Held

230M

Call Options Held

44.7K

Put Options Held

32.4K

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
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Bdo Wealth Advisors, LLC Schwab Strategic Tr Us Small C Transaction History