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

Bogart Wealth, LLC

  • $1.96 Billion
  • Q1 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 137,790 shares of SCHV stock, worth $10.2 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares
137,790
Previous 138,426 0.46%
Holding current value
$10.2 Million
Previous $9.7 Million 7.89%
% of portfolio
0.53%
Previous 0.54%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$64.27 - $69.24 $802,153 - $864,184
12,481 Added 23.37%
65,884 $4.35 Million
Q3 2022

Nov 03, 2022
BUY
N/A
1,687 Added 3.26%
53,403 $3.13 Million
Q2 2022

Jul 22, 2022
BUY
N/A
1,850 Added 3.71%
51,716 $3.23 Million
Q1 2022

Apr 22, 2022
BUY
N/A
6,712 Added 15.55%
49,866 $3.56 Million
Q4 2021

Jan 19, 2022
BUY
N/A
2,521 Added 6.2%
43,154 $3.16 Million
Q3 2021

Oct 15, 2021
BUY
N/A
8,639 Added 27.0%
40,633 $2.74 Million
Q2 2021

Aug 06, 2021
BUY
N/A
2,739 Added 9.36%
31,994 $2.19 Million
Q1 2021

Apr 16, 2021
BUY
N/A
4,419 Added 17.79%
29,255 $1.91 Million
Q4 2020

Jan 14, 2021
BUY
N/A
9,442 Added 61.34%
24,836 $1.48 Million
Q3 2020

Oct 06, 2020
BUY
N/A
2,418 Added 18.63%
15,394 $803,000
Q2 2020

Jul 08, 2020
BUY
N/A
1,872 Added 16.86%
12,976 $650,000
Q1 2020

Apr 20, 2020
BUY
N/A
11,104 New
11,104 $492,000

Others Institutions Holding SCHV

# of Institutions
787
Shares Held
102M
Call Options Held
9.1K
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
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