Boyd Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History

Boyd Wealth Management, LLC

$203 Million
Q4 2024

A detailed history of Boyd Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Boyd Wealth Management, LLC holds 137,381 shares of SCHG stock, worth $3.97 Million. This represents 1.89% of its overall portfolio holdings.

Number of Shares

137,381

Previous 34,609 296.95%

Holding current value

$3.97 Million

Previous $3.61 Million 6.19%

% of portfolio

1.89%

Previous 1.83%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$25.93 - $105.3 $2.66 Million - $10.8 Million	102,772 Added 296.95%	137,381 $3.83 Million
Q3 2024 Oct 25, 2024	SELL	$92.63 - $105.69 $8,707 - $9,934	-94 Reduced 0.27%	34,609 $3.61 Million
Q2 2024 Jul 24, 2024	SELL	$87.04 - $101.61 $10,531 - $12,294	-121 Reduced 0.35%	34,703 $3.5 Million
Q1 2024 Apr 24, 2024	BUY	$80.6 - $93.32 $1,450 - $1,679	18 Added 0.05%	34,824 $3.23 Million
Q4 2023 Jan 31, 2024	SELL	$70.08 - $83.37 $503,524 - $599,013	-7,185 Reduced 17.11%	34,806 $2.89 Million
Q3 2023 Oct 25, 2023	SELL	$71.99 - $78.02 $104,817 - $113,597	-1,456 Reduced 3.35%	41,991 $3.05 Million
Q2 2023 Jul 20, 2023	BUY	$63.6 - $74.95 $35,425 - $41,747	557 Added 1.3%	43,447 $3.26 Million
Q1 2023 Apr 20, 2023	BUY	$54.19 - $65.17 $140,135 - $168,529	2,586 Added 6.42%	42,890 $2.8 Million
Q4 2022 Jan 20, 2023	BUY	$54.31 - $60.76 $645,094 - $721,707	11,878 Added 41.79%	40,304 $0
Q3 2022 Oct 17, 2022	BUY	$55.81 - $69.25 $624,234 - $774,561	11,185 Added 64.87%	28,426 $1.59 Million
Q2 2022 Aug 03, 2022	BUY	$55.73 - $76.55 $334,324 - $459,223	5,999 Added 53.36%	17,241 $1 Million
Q1 2022 Apr 29, 2022	BUY	$65.63 - $82.62 $385,904 - $485,805	5,880 Added 109.66%	11,242 $841,000
Q4 2021 Feb 07, 2022	BUY	$73.11 - $83.4 $392,015 - $447,190	5,362 New	5,362 $878,000

Others Institutions Holding SCHG

# of Institutions

1,460

Shares Held

2.26B

Call Options Held

296K

Put Options Held

153K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
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Boyd Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History