Bms Financial Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Bms Financial Advisors, LLC

  • $148 Million
  • Q2 2023

A detailed history of Bms Financial Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Bms Financial Advisors, LLC holds 5,707 shares of SCHG stock, worth $589,133. This represents 0.29% of its overall portfolio holdings.

Number of Shares
5,707
Previous 10,535 45.83%
Holding current value
$589,133
Previous $686,000 37.76%
% of portfolio
0.29%
Previous 0.48%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 31, 2023
SELL
$63.6 - $74.95 $307,060 - $361,858
-4,828 Reduced 45.83%
5,707 $427,000
Q1 2023

Apr 10, 2023
BUY
$54.19 - $65.17 $570,891 - $686,565
10,535 New
10,535 $686,000
Q3 2022

Oct 17, 2022
BUY
N/A
19,561 New
19,561 $1.09 Million
Q2 2022

Jul 11, 2022
SELL
N/A
-3,177 Closed
0 $0
Q1 2022

May 11, 2022
BUY
N/A
3,177 New
3,177 $238,000

Others Institutions Holding SCHG

# of Institutions
1,186
Shares Held
165M
Call Options Held
148K
Put Options Held
24.3K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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