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

Boyd Wealth Management, LLC

  • $197 Million
  • Q3 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 34,609 shares of SCHG stock, worth $968,013. This represents 1.83% of its overall portfolio holdings.

Number of Shares
34,609
Previous 34,703 0.27%
Holding current value
$968,013
Previous $3.5 Million 3.03%
% of portfolio
1.83%
Previous 1.93%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,313
Shares Held
181M
Call Options Held
140K
Put Options Held
91.5K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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