Bogart Wealth, LLC Schwab Strategic Tr Long Term Transaction History

Bogart Wealth, LLC

  • $2.1 Billion
  • Q4 2024

A detailed history of Bogart Wealth, LLC transactions in Schwab Strategic Tr Long Term stock. As of the latest transaction made, Bogart Wealth, LLC holds 1,300 shares of SCHQ stock, worth $42,172. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,300
Previous 2,085 37.65%
Holding current value
$42,172
Previous $72,000 44.44%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 29, 2025
SELL
$31.33 - $35.13 $24,594 - $27,577
-785 Reduced 37.65%
1,300 $40,000
Q3 2024

Oct 22, 2024
BUY
$32.17 - $35.98 $25,253 - $28,244
785 Added 60.38%
2,085 $72,000
Q3 2023

Oct 30, 2023
BUY
$31.58 - $36.29 $3,158 - $3,629
100 Added 8.33%
1,300 $41,000
Q2 2023

Jul 28, 2023
BUY
$35.48 - $38.22 $42,575 - $45,864
1,200 New
1,200 $43,000

Others Institutions Holding SCHQ

# of Institutions
107
Shares Held
11.7M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR LONG-TERM

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