Bdo Wealth Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History

Bdo Wealth Advisors, LLC

$867 Million
Q2 2023

A detailed history of Bdo Wealth Advisors, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Bdo Wealth Advisors, LLC holds 274 shares of SCHM stock, worth $7,170. This represents 0.0% of its overall portfolio holdings.

Number of Shares

274

Previous 274 -0.0%

Holding current value

$7,170

Previous $18,000 5.56%

% of portfolio

0.0%

Previous 0.0%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 09, 2023	SELL	$64.24 - $73.9 $2,184 - $2,512	-34 Reduced 11.04%	274 $18,000
Q4 2022 Jan 27, 2023	SELL	$61.05 - $69.94 $2,991 - $3,427	-49 Reduced 13.73%	308 $0
Q2 2022 Aug 25, 2022	BUY	$60.91 - $76.4 $60 - $76	1 Added 0.28%	357 $22,000
Q1 2022 May 06, 2022	BUY	$70.66 - $80.89 $70 - $80	1 Added 0.28%	356 $27,000
Q4 2021 Feb 11, 2022	BUY	$76.01 - $83.39 $76 - $83	1 Added 0.28%	355 $29,000
Q3 2021 Nov 09, 2021	BUY	$74.65 - $80.95 $14,034 - $15,218	188 Added 113.25%	354 $27,000
Q1 2021 May 14, 2021	SELL	$67.07 - $76.85 $14,084 - $16,138	-210 Reduced 55.85%	166 $12,000
Q1 2019 May 15, 2019	SELL	N/A	-1,050 Reduced 73.63%	376 $21,000
Q4 2018 Feb 14, 2019	SELL	N/A	-224 Reduced 13.58%	1,426 $68,000
Q2 2018 Aug 27, 2018	BUY	N/A	1,650 New	1,650 $91,000

Others Institutions Holding SCHM

# of Institutions

1,009

Shares Held

276M

Call Options Held

15K

Put Options Held

1.1K

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
Sector ETFs
Industry ETFs

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Bdo Wealth Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History