A detailed history of Bfsg, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Bfsg, LLC holds 3,198 shares of SCHA stock, worth $85,930. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,198
Previous 3,318 3.62%
Holding current value
$85,930
Previous $157,000 4.46%
% of portfolio
0.02%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024

SELL
$46.9 - $51.96 $5,628 - $6,235
-120 Reduced 3.62%
3,198 $164,000
Q2 2024

Jul 29, 2024

SELL
$45.24 - $49.04 $2,940 - $3,187
-65 Reduced 1.92%
3,318 $157,000
Q1 2024

Apr 23, 2024

SELL
$44.84 - $49.24 $2,511 - $2,757
-56 Reduced 1.63%
3,383 $166,000
Q4 2023

Feb 01, 2024

BUY
$38.13 - $48.02 $131,129 - $165,140
3,439 New
3,439 $162,000

Others Institutions Holding SCHA

About SCHWAB STRATEGIC TR US SMALL-C


  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
Track This Portfolio

Track Bfsg, LLC Portfolio

Follow Bfsg, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bfsg, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bfsg, LLC with notifications on news.