Bogart Wealth, LLC Schwab Strategic Tr Us Small C Transaction History

Bogart Wealth, LLC

  • $1.96 Billion
  • Q1 2024

A detailed history of Bogart Wealth, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Bogart Wealth, LLC holds 40,729 shares of SCHA stock, worth $1.93 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
40,729
Previous 42,245 3.59%
Holding current value
$1.93 Million
Previous $2 Million 0.5%
% of portfolio
0.1%
Previous 0.11%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 25, 2024
SELL
$44.84 - $49.24 $67,977 - $74,647
-1,516 Reduced 3.59%
40,729 $2.01 Million
Q4 2023

Feb 06, 2024
SELL
$38.13 - $48.02 $15.6 Million - $19.6 Million
-408,433 Reduced 90.63%
42,245 $2 Million
Q3 2023

Oct 30, 2023
BUY
$40.85 - $46.1 $730,520 - $824,406
17,883 Added 4.13%
450,678 $18.7 Million
Q2 2023

Jul 28, 2023
BUY
$39.91 - $43.82 $997,670 - $1.1 Million
24,998 Added 6.13%
432,795 $19 Million
Q1 2023

Apr 21, 2023
BUY
$39.82 - $46.36 $863,934 - $1.01 Million
21,696 Added 5.62%
407,797 $17.1 Million
Q4 2022

Feb 06, 2023
BUY
$39.61 - $43.54 $14.1 Million - $15.5 Million
355,294 Added 1153.29%
386,101 $15.6 Million
Q3 2022

Nov 03, 2022
BUY
N/A
2,508 Added 8.86%
30,807 $1.17 Million
Q2 2022

Jul 22, 2022
SELL
N/A
-2,165 Reduced 7.11%
28,299 $1.1 Million
Q1 2022

Apr 22, 2022
BUY
N/A
8,174 Added 36.67%
30,464 $1.44 Million
Q4 2021

Jan 19, 2022
BUY
N/A
4,772 Added 27.24%
22,290 $2.28 Million
Q3 2021

Oct 15, 2021
SELL
N/A
-1,198 Reduced 6.4%
17,518 $1.75 Million
Q2 2021

Aug 06, 2021
BUY
N/A
4,562 Added 32.23%
18,716 $1.95 Million
Q1 2021

Apr 16, 2021
BUY
N/A
3,254 Added 29.85%
14,154 $1.41 Million
Q4 2020

Jan 14, 2021
BUY
N/A
3,810 Added 53.74%
10,900 $970,000
Q3 2020

Oct 06, 2020
BUY
N/A
262 Added 3.84%
7,090 $484,000
Q2 2020

Jul 08, 2020
BUY
N/A
727 Added 11.92%
6,828 $446,000
Q1 2020

Apr 20, 2020
BUY
N/A
1,698 Added 38.56%
6,101 $314,000
Q4 2019

Feb 10, 2020
BUY
N/A
617 Added 16.3%
4,403 $333,000
Q3 2019

Oct 10, 2019
SELL
N/A
-404 Reduced 9.64%
3,786 $264,000
Q2 2019

Jul 11, 2019
BUY
N/A
152 Added 3.76%
4,190 $299,000
Q1 2019

Apr 08, 2019
BUY
N/A
3,194 Added 378.44%
4,038 $282,000
Q4 2018

Jan 15, 2019
BUY
N/A
88 Added 11.64%
844 $51,000
Q3 2018

Oct 16, 2018
BUY
N/A
50 Added 7.08%
756 $58,000
Q2 2018

Jul 13, 2018
SELL
N/A
-136,164 Reduced 99.48%
706 $51,000
Q1 2018

Apr 13, 2018
BUY
N/A
127,238 Added 1320.99%
136,870 $9.55 Million
Q4 2017

Jan 11, 2018
BUY
N/A
9,632
9,632 $672,000

Others Institutions Holding SCHA

# of Institutions
1,102
Shares Held
225M
Call Options Held
56K
Put Options Held
25.6K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

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

Track Bogart Wealth, LLC Portfolio

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

News

Stay updated on Bogart Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email