Bnc Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History

Bnc Wealth Management, LLC

  • $271 Million
  • Q3 2024

A detailed history of Bnc Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Bnc Wealth Management, LLC holds 2,926 shares of SCHG stock, worth $80,640. This represents 0.11% of its overall portfolio holdings.

Number of Shares
2,926
Previous 2,946 0.68%
Holding current value
$80,640
Previous $297,000 2.36%
% of portfolio
0.11%
Previous 0.11%

Shares

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

Oct 31, 2024
SELL
$92.63 - $105.69 $1,852 - $2,113
-20 Reduced 0.68%
2,926 $304,000
Q2 2023

Jul 28, 2023
BUY
$63.6 - $74.95 $187,365 - $220,802
2,946 New
2,946 $220,000
Q2 2022

Jul 25, 2022
SELL
$55.73 - $76.55 $158,830 - $218,167
-2,850 Closed
0 $0
Q1 2022

Apr 20, 2022
BUY
$65.63 - $82.62 $93,522 - $117,733
1,425 Added 100.0%
2,850 $213,000
Q4 2021

Jan 19, 2022
BUY
$73.11 - $83.4 $104,181 - $118,845
1,425 New
1,425 $233,000

Others Institutions Holding SCHG

# of Institutions
1,309
Shares Held
181M
Call Options Held
140K
Put Options Held
91.5K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHG Quotes by TradingView
  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
Track This Portfolio

Track Bnc Wealth Management, LLC Portfolio

Follow Bnc Wealth Management, 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 Bnc Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bnc Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email