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 1,453 shares of SCHX stock, worth $38,010. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,453

Previous 1,820 20.16%

Holding current value

$38,010

Previous $88,000 13.64%

% of portfolio

0.01%

Previous 0.01%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 01, 2023	SELL	$47.67 - $52.37 $17,494 - $19,219	-367 Reduced 20.16%	1,453 $76,000
Q1 2023 May 09, 2023	BUY	$44.78 - $49.41 $89 - $98	2 Added 0.11%	1,820 $88,000
Q4 2022 Jan 27, 2023	BUY	$42.25 - $48.16 $126 - $144	3 Added 0.17%	1,818 $0
Q3 2022 Nov 02, 2022	BUY	$42.35 - $51.01 $127 - $153	3 Added 0.17%	1,815 $77,000
Q2 2022 Aug 25, 2022	BUY	$43.35 - $54.51 $4,421 - $5,560	102 Added 5.96%	1,812 $81,000
Q1 2022 May 06, 2022	BUY	$49.51 - $57.27 $42,331 - $48,965	855 Added 100.0%	1,710 $92,000
Q4 2021 Feb 11, 2022	BUY	$51.9 - $57.29 $51 - $57	1 Added 0.12%	855 $97,000
Q3 2021 Nov 09, 2021	BUY	$51.52 - $54.94 $12,210 - $13,020	237 Added 38.41%	854 $89,000
Q1 2021 May 14, 2021	SELL	$44.9 - $48.34 $20,968 - $22,574	-467 Reduced 43.08%	617 $59,000
Q4 2020 Feb 12, 2021	BUY	$39.35 - $45.48 $1,888 - $2,183	48 Added 4.63%	1,084 $99,000
Q1 2020 May 15, 2020	BUY	$26.61 - $40.52 $16,311 - $24,838	613 Added 144.92%	1,036 $63,000
Q4 2019 Feb 14, 2020	SELL	$34.42 - $38.54 $2,581 - $2,890	-75 Reduced 15.06%	423 $32,000
Q3 2018 Nov 07, 2018	SELL	N/A	-500 Reduced 50.1%	498 $35,000
Q2 2018 Aug 27, 2018	BUY	N/A	998 New	998 $65,000

Others Institutions Holding SCHX

# of Institutions

1,580

Shares Held

1.14B

Call Options Held

68.6K

Put Options Held

200

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About SCHWAB STRATEGIC TR US LARGE-C

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