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

Bogart Wealth, LLC

  • $2.1 Billion
  • Q3 2024

A detailed history of Bogart Wealth, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Bogart Wealth, LLC holds 149,814 shares of SCHV stock, worth $4.08 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares
149,814
Previous 146,090 2.55%
Holding current value
$4.08 Million
Previous $10.8 Million 11.25%
% of portfolio
0.57%
Previous 0.55%

Shares

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

Oct 22, 2024
BUY
$73.43 - $80.37 $273,453 - $299,297
3,724 Added 2.55%
149,814 $12 Million
Q2 2024

Jul 31, 2024
BUY
$71.74 - $75.86 $595,442 - $629,638
8,300 Added 6.02%
146,090 $10.8 Million
Q1 2024

Apr 25, 2024
SELL
$68.82 - $75.98 $43,769 - $48,323
-636 Reduced 0.46%
137,790 $10.5 Million
Q4 2023

Feb 06, 2024
BUY
$61.16 - $70.24 $1.35 Million - $1.55 Million
22,109 Added 19.01%
138,426 $9.7 Million
Q3 2023

Oct 30, 2023
BUY
$64.45 - $69.39 $144,496 - $155,572
2,242 Added 1.97%
116,317 $7.5 Million
Q2 2023

Jul 28, 2023
BUY
$63.33 - $67.21 $610,057 - $647,433
9,633 Added 9.22%
114,075 $7.65 Million
Q1 2023

Apr 21, 2023
BUY
$62.59 - $69.3 $2.41 Million - $2.67 Million
38,558 Added 58.52%
104,442 $6.85 Million
Q4 2022

Feb 06, 2023
BUY
$59.13 - $69.24 $738,001 - $864,184
12,481 Added 23.37%
65,884 $4.35 Million
Q3 2022

Nov 03, 2022
BUY
$58.51 - $69.02 $98,706 - $116,436
1,687 Added 3.26%
53,403 $3.13 Million
Q2 2022

Jul 22, 2022
BUY
$60.93 - $72.3 $112,720 - $133,755
1,850 Added 3.71%
51,716 $3.23 Million
Q1 2022

Apr 22, 2022
BUY
$67.71 - $74.19 $454,469 - $497,963
6,712 Added 15.55%
49,866 $3.56 Million
Q4 2021

Jan 19, 2022
BUY
$67.9 - $73.3 $171,175 - $184,789
2,521 Added 6.2%
43,154 $3.16 Million
Q3 2021

Oct 15, 2021
BUY
$66.91 - $71.05 $578,035 - $613,800
8,639 Added 27.0%
40,633 $2.74 Million
Q2 2021

Aug 06, 2021
BUY
$65.81 - $69.75 $180,253 - $191,045
2,739 Added 9.36%
31,994 $2.19 Million
Q1 2021

Apr 16, 2021
BUY
$58.71 - $65.66 $259,439 - $290,151
4,419 Added 17.79%
29,255 $1.91 Million
Q4 2020

Jan 14, 2021
BUY
$50.83 - $59.53 $479,936 - $562,082
9,442 Added 61.34%
24,836 $1.48 Million
Q3 2020

Oct 06, 2020
BUY
$49.44 - $54.86 $119,545 - $132,651
2,418 Added 18.63%
15,394 $803,000
Q2 2020

Jul 08, 2020
BUY
$42.21 - $55.29 $79,017 - $103,502
1,872 Added 16.86%
12,976 $650,000
Q1 2020

Apr 20, 2020
BUY
$38.4 - $61.03 $426,393 - $677,677
11,104 New
11,104 $492,000

Others Institutions Holding SCHV

# of Institutions
831
Shares Held
112M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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