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 $706,991. This represents 0.38% of its overall portfolio holdings.

Number of Shares

30,343

Previous 30,343 -0.0%

Holding current value

$706,991

Previous $1.37 Million 0.95%

% of portfolio

0.38%

Previous 0.37%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,500

Shares Held

1.15B

Call Options Held

53.9K

Put Options Held

5.49K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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