Bdo Wealth Advisors, LLC Schwab Strategic Tr Us Large 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 Large C stock. As of the latest transaction made, Bdo Wealth Advisors, LLC holds 194 shares of SCHG stock, worth $5,315. This represents 0.0% of its overall portfolio holdings.

Number of Shares

194

Previous 194 -0.0%

Holding current value

$5,315

Previous $12,000 16.67%

% of portfolio

0.0%

Previous 0.0%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 27, 2023	SELL	$54.31 - $60.76 $32,531 - $36,395	-599 Reduced 75.54%	194 $0
Q3 2022 Nov 02, 2022	BUY	$55.81 - $69.25 $33,486 - $41,550	600 Added 310.88%	793 $44,000
Q1 2022 May 06, 2022	BUY	$65.63 - $82.62 $6,300 - $7,931	96 Added 98.97%	193 $14,000
Q1 2021 May 14, 2021	SELL	$61.41 - $68.35 $67,366 - $74,979	-1,097 Reduced 91.88%	97 $13,000
Q4 2020 Feb 12, 2021	SELL	$55.95 - $64.38 $615 - $708	-11 Reduced 0.91%	1,194 $153,000
Q2 2020 Aug 14, 2020	BUY	$37.99 - $51.32 $4,102 - $5,542	108 Added 9.85%	1,205 $122,000
Q1 2020 May 15, 2020	BUY	$34.6 - $51.17 $2,076 - $3,070	60 Added 5.79%	1,097 $87,000
Q2 2019 Aug 09, 2019	BUY	N/A	1,037 New	1,037 $86,000
Q1 2019 May 15, 2019	SELL	N/A	-870 Closed	0 $0
Q4 2018 Feb 14, 2019	SELL	N/A	-156 Reduced 15.2%	870 $60,000
Q2 2018 Aug 27, 2018	BUY	N/A	1,026 New	1,026 $78,000

Others Institutions Holding SCHG

# of Institutions

1,309

Shares Held

181M

Call Options Held

140K

Put Options Held

91.5K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
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Bdo Wealth Advisors, LLC Schwab Strategic Tr Us Large C Transaction History