A detailed history of Bogart Wealth, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Bogart Wealth, LLC holds 22,299 shares of SCHB stock, worth $518,005. This represents 0.07% of its overall portfolio holdings.

Number of Shares
22,299
Previous 23,415 4.77%
Holding current value
$518,005
Previous $1.47 Million 0.75%
% of portfolio
0.07%
Previous 0.07%

Shares

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

Oct 22, 2024

SELL
$59.93 - $66.52 $66,881 - $74,236
-1,116 Reduced 4.77%
22,299 $1.48 Million
Q2 2024

Jul 31, 2024

SELL
$57.57 - $63.3 $15,198 - $16,711
-264 Reduced 1.11%
23,415 $1.47 Million
Q1 2024

Apr 25, 2024

SELL
$54.61 - $61.05 $432,292 - $483,271
-7,916 Reduced 25.05%
23,679 $1.45 Million
Q4 2023

Feb 06, 2024

BUY
$47.61 - $55.91 $166,396 - $195,405
3,495 Added 12.44%
31,595 $1.76 Million
Q3 2023

Oct 30, 2023

BUY
$49.59 - $53.57 $100,618 - $108,693
2,029 Added 7.78%
28,100 $1.4 Million
Q2 2023

Jul 28, 2023

BUY
$47.08 - $51.7 $3,483 - $3,825
74 Added 0.28%
26,071 $1.35 Million
Q1 2023

Apr 21, 2023

SELL
$44.47 - $49.23 $4.9 Million - $5.42 Million
-110,124 Reduced 80.9%
25,997 $1.24 Million
Q4 2022

Feb 06, 2023

BUY
$41.94 - $47.81 $4.1 Million - $4.67 Million
97,653 Added 253.86%
136,121 $6.1 Million
Q3 2022

Nov 03, 2022

SELL
$41.99 - $50.63 $93,049 - $112,196
-2,216 Reduced 5.45%
38,468 $1.62 Million
Q2 2022

Jul 22, 2022

BUY
$42.93 - $53.98 $149,997 - $188,606
3,494 Added 9.39%
40,684 $1.8 Million
Q1 2022

Apr 22, 2022

BUY
$49.15 - $56.85 $716,656 - $828,929
14,581 Added 64.49%
37,190 $1.99 Million
Q4 2021

Jan 19, 2022

SELL
$51.87 - $56.86 $16,027 - $17,569
-309 Reduced 1.35%
22,609 $2.56 Million
Q3 2021

Oct 15, 2021

SELL
$51.32 - $54.83 $9,750 - $10,417
-190 Reduced 0.82%
22,918 $2.38 Million
Q2 2021

Aug 06, 2021

BUY
$48.92 - $52.14 $102,291 - $109,024
2,091 Added 9.95%
23,108 $2.41 Million
Q1 2021

Apr 16, 2021

SELL
$44.89 - $48.81 $12,614 - $13,715
-281 Reduced 1.32%
21,017 $2.03 Million
Q4 2020

Jan 14, 2021

SELL
$39.03 - $45.5 $48,202 - $56,192
-1,235 Reduced 5.48%
21,298 $1.94 Million
Q3 2020

Oct 06, 2020

SELL
$36.93 - $42.52 $34,234 - $39,416
-927 Reduced 3.95%
22,533 $1.79 Million
Q2 2020

Jul 08, 2020

SELL
$28.84 - $38.49 $95,719 - $127,748
-3,319 Reduced 12.39%
23,460 $1.72 Million
Q1 2020

Apr 20, 2020

SELL
$26.18 - $40.44 $250,490 - $386,929
-9,568 Reduced 26.32%
26,779 $1.62 Million
Q4 2019

Feb 10, 2020

BUY
$34.47 - $38.58 $71,111 - $79,590
2,063 Added 6.02%
36,347 $2.79 Million
Q3 2019

Oct 10, 2019

BUY
$35.32 - $36.13 $104,476 - $106,872
2,958 Added 9.44%
34,284 $2.44 Million
Q2 2019

Jul 11, 2019

SELL
N/A
-154 Reduced 0.49%
31,326 $2.21 Million
Q1 2019

Apr 08, 2019

BUY
N/A
706 Added 2.29%
31,480 $2.14 Million
Q4 2018

Jan 15, 2019

BUY
N/A
615 Added 2.04%
30,774 $1.84 Million
Q3 2018

Oct 16, 2018

BUY
N/A
4,345 Added 16.83%
30,159 $2.12 Million
Q2 2018

Jul 13, 2018

BUY
N/A
1,841 Added 7.68%
25,814 $1.7 Million
Q1 2018

Apr 13, 2018

BUY
N/A
7,359 Added 44.29%
23,973 $1.54 Million
Q4 2017

Jan 11, 2018

BUY
N/A
1,571 Added 10.44%
16,614 $1.07 Million
Q3 2017

Oct 12, 2017

BUY
N/A
2,026 Added 15.56%
15,043 $926,000
Q2 2017

Sep 19, 2017

BUY
N/A
5,534 Added 73.95%
13,017 $761,000
Q1 2017

Sep 19, 2017

BUY
N/A
7,483
7,483 $427,000

Others Institutions Holding SCHB

About SCHWAB STRATEGIC TR US BROAD M


  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
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