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 462 shares of SCHV stock, worth $12,524. This represents 0.0% of its overall portfolio holdings.

Number of Shares
462
Previous 462 -0.0%
Holding current value
$12,524
Previous $30,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 09, 2023
BUY
$62.59 - $69.3 $1,815 - $2,009
29 Added 6.7%
462 $30,000
Q4 2022

Jan 27, 2023
SELL
$59.13 - $69.24 $18,330 - $21,464
-310 Reduced 41.72%
433 $0
Q3 2022

Nov 02, 2022
BUY
$58.51 - $69.02 $18,138 - $21,396
310 Added 71.59%
743 $43,000
Q2 2021

Sep 03, 2021
SELL
$65.81 - $69.75 $15,794 - $16,740
-240 Reduced 35.66%
433 $30,000
Q1 2021

May 14, 2021
BUY
$58.71 - $65.66 $14,090 - $15,758
240 Added 55.43%
673 $44,000
Q1 2020

May 15, 2020
BUY
$38.4 - $61.03 $16,627 - $26,425
433 New
433 $19,000
Q1 2019

May 15, 2019
SELL
N/A
-910 Closed
0 $0
Q4 2018

Feb 14, 2019
SELL
N/A
-189 Reduced 17.2%
910 $45,000
Q2 2018

Aug 27, 2018
BUY
N/A
1,099 New
1,099 $58,000

Others Institutions Holding SCHV

# of Institutions
847
Shares Held
173M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHV Quotes by TradingView
  • Ticker SCHV
  • Sector ETFs
  • Industry ETFs
More about SCHV
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