Bogart Wealth, LLC Schwab Strategic Tr Intl Small Transaction History
Bogart Wealth, LLC
- $2.32 Billion
- Q2 2025
A detailed history of Bogart Wealth, LLC transactions in Schwab Strategic Tr Intl Small stock. As of the latest transaction made, Bogart Wealth, LLC holds 178 shares of SCHC stock, worth $8,123. This represents 0.0% of its overall portfolio holdings.
Number of Shares
178
Previous 71
150.7%
Holding current value
$8,123
Previous $2,000
250.0%
% of portfolio
0.0%
Previous 0.0%
Shares
16 transactions
Others Institutions Holding SCHC
# of Institutions
495Shares Held
76.3MCall Options Held
0Put Options Held
0-
Ci Private Wealth, LLC Miami, FL32.8MShares$1.5 Billion2.05% of portfolio
-
Tiaa Trust, National Association Charlotte, NC3.42MShares$156 Million0.38% of portfolio
-
Savant Capital, LLC2.33MShares$106 Million0.65% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA1.93MShares$87.9 Million3.13% of portfolio
-
Tiaa, Fsb St. Louis, MO1.68MShares$76.6 Million0.21% of portfolio