Bogart Wealth, LLC Schwab Strategic U.S. Mid Cap Transaction History

Bogart Wealth, LLC

  • $2.32 Billion
  • Q2 2025

A detailed history of Bogart Wealth, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Bogart Wealth, LLC holds 102,229 shares of SCHM stock, worth $3.07 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
102,229
Previous 100,526 1.69%
Holding current value
$3.07 Million
Previous $2.63 Million 8.89%
% of portfolio
0.12%
Previous 0.13%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 29, 2025
BUY
$22.92 - $28.05 $39,032 - $47,769
1,703 Added 1.69%
102,229 $2.87 Million
Q1 2025

May 01, 2025
BUY
$25.58 - $29.24 $1.25 Million - $1.43 Million
48,752 Added 94.16%
100,526 $2.63 Million
Q4 2024

Jan 29, 2025
BUY
$27.54 - $83.04 $952,415 - $2.87 Million
34,583 Added 201.17%
51,774 $1.43 Million
Q3 2024

Oct 22, 2024
SELL
$75.47 - $83.18 $14,188 - $15,637
-188 Reduced 1.08%
17,191 $1.43 Million
Q2 2024

Jul 31, 2024
SELL
$75.69 - $81.19 $33,909 - $36,373
-448 Reduced 2.51%
17,379 $1.35 Million
Q1 2024

Apr 25, 2024
BUY
$72.89 - $81.43 $8,528 - $9,527
117 Added 0.66%
17,827 $1.45 Million
Q4 2023

Feb 06, 2024
BUY
$63.01 - $75.95 $180,964 - $218,128
2,872 Added 19.36%
17,710 $1.33 Million
Q3 2023

Oct 30, 2023
BUY
$66.75 - $73.98 $56,937 - $63,104
853 Added 6.1%
14,838 $1 Million
Q2 2023

Jul 28, 2023
BUY
$65.29 - $71.03 $17,954 - $19,533
275 Added 2.01%
13,985 $993,000
Q1 2023

Apr 21, 2023
SELL
$64.24 - $73.9 $3.25 Million - $3.74 Million
-50,659 Reduced 78.7%
13,710 $930,000
Q4 2022

Feb 06, 2023
BUY
$61.05 - $69.94 $735,713 - $842,846
12,051 Added 23.03%
64,369 $4.22 Million
Q3 2022

Nov 03, 2022
BUY
$60.5 - $72.51 $410,916 - $492,487
6,792 Added 14.92%
52,318 $3.17 Million
Q2 2022

Jul 22, 2022
SELL
$60.91 - $76.4 $325,624 - $408,434
-5,346 Reduced 10.51%
45,526 $2.86 Million
Q1 2022

Apr 22, 2022
BUY
$70.66 - $80.89 $53,984 - $61,799
764 Added 1.52%
50,872 $3.86 Million
Q4 2021

Jan 19, 2022
BUY
$76.01 - $83.39 $932,870 - $1.02 Million
12,273 Added 32.44%
50,108 $4.03 Million
Q3 2021

Oct 15, 2021
SELL
$74.65 - $80.95 $56,883 - $61,683
-762 Reduced 1.97%
37,835 $2.9 Million
Q2 2021

Aug 06, 2021
BUY
$74.64 - $79.12 $712,588 - $755,358
9,547 Added 32.86%
38,597 $3.02 Million
Q1 2021

Apr 16, 2021
BUY
$67.07 - $76.85 $772,914 - $885,619
11,524 Added 65.75%
29,050 $2.16 Million
Q4 2020

Jan 14, 2021
BUY
$55.93 - $68.45 $232,836 - $284,957
4,163 Added 31.15%
17,526 $1.19 Million
Q3 2020

Oct 06, 2020
SELL
$51.99 - $58.83 $88,175 - $99,775
-1,696 Reduced 11.26%
13,363 $741,000
Q2 2020

Jul 08, 2020
SELL
$39.01 - $57.03 $156,118 - $228,234
-4,002 Reduced 21.0%
15,059 $792,000
Q1 2020

Apr 20, 2020
BUY
$35.83 - $62.24 $63,347 - $110,040
1,768 Added 10.22%
19,061 $804,000
Q4 2019

Feb 10, 2020
BUY
$54.56 - $60.24 $116,812 - $128,973
2,141 Added 14.13%
17,293 $1.04 Million
Q3 2019

Oct 10, 2019
BUY
$56.23 - $57.59 $7,591 - $7,774
135 Added 0.9%
15,152 $857,000
Q2 2019

Jul 11, 2019
BUY
N/A
375 Added 2.56%
15,017 $857,000
Q1 2019

Apr 08, 2019
BUY
N/A
6,232 Added 74.1%
14,642 $811,000
Q4 2018

Jan 15, 2019
BUY
N/A
1,496 Added 21.64%
8,410 $403,000
Q3 2018

Oct 16, 2018
BUY
N/A
322 Added 4.88%
6,914 $400,000
Q2 2018

Jul 13, 2018
SELL
N/A
-247,612 Reduced 97.41%
6,592 $361,000
Q1 2018

Apr 13, 2018
BUY
N/A
35,378 Added 16.17%
254,204 $13.5 Million
Q4 2017

Jan 11, 2018
BUY
N/A
6,060 Added 2.85%
218,826 $11.7 Million
Q3 2017

Oct 12, 2017
SELL
N/A
-11,846 Reduced 5.27%
212,766 $10.8 Million
Q2 2017

Sep 19, 2017
BUY
N/A
224,612
224,612 $10.8 Million

Others Institutions Holding SCHM

# of Institutions
1,042
Shares Held
284M
Call Options Held
9.4K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

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