Bt Wealth Management LLC Schwab Strategic Tr Us Large C Transaction History

Bt Wealth Management LLC

  • $356 Million
  • Q2 2022

A detailed history of Bt Wealth Management LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Bt Wealth Management LLC holds 30,343 shares of SCHX stock, worth $784,366. This represents 0.38% of its overall portfolio holdings.

Number of Shares
30,343
Previous 30,343 -0.0%
Holding current value
$784,366
Previous $1.37 Million 0.95%
% of portfolio
0.38%
Previous 0.37%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Jul 15, 2022
BUY
$43.35 - $54.51 $736 - $926
17 Added 0.06%
30,343 $1.37 Million
Q1 2022

Apr 21, 2022
BUY
$49.51 - $57.27 $756,364 - $874,913
15,277 Added 101.52%
30,326 $1.63 Million
Q4 2021

Feb 11, 2022
BUY
$51.9 - $57.29 $663,022 - $731,879
12,775 Added 561.79%
15,049 $1.71 Million
Q3 2021

Nov 01, 2021
BUY
$51.52 - $54.94 $3,812 - $4,065
74 Added 3.36%
2,274 $237,000
Q2 2021

Jul 28, 2021
SELL
$48.62 - $52.01 $52,995 - $56,690
-1,090 Reduced 33.13%
2,200 $229,000
Q1 2021

May 06, 2021
BUY
$44.9 - $48.34 $147,721 - $159,038
3,290 New
3,290 $316,000

Others Institutions Holding SCHX

# of Institutions
1,567
Shares Held
1.13B
Call Options Held
68.6K
Put Options Held
200
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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