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

Bcgm Wealth Management, LLC

$347 Million
Q3 2025

A detailed history of Bcgm Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Bcgm Wealth Management, LLC holds 46,059 shares of SCHV stock, worth $1.34 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares

46,059

Previous 45,908 0.33%

Holding current value

$1.34 Million

Previous $1.27 Million 5.51%

% of portfolio

0.39%

Previous 0.39%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$27.61 - $29.15 $4,169 - $4,401	151 Added 0.33%	46,059 $1.34 Million
Q2 2025 Aug 05, 2025	BUY	$23.55 - $27.67 $9,608 - $11,289	408 Added 0.9%	45,908 $1.27 Million
Q1 2025 May 08, 2025	BUY	$25.77 - $27.6 $69,115 - $74,023	2,682 Added 6.26%	45,500 $1.21 Million
Q4 2024 Feb 04, 2025	BUY	$25.79 - $80.4 $738,780 - $2.3 Million	28,646 Added 202.13%	42,818 $1.12 Million
Q3 2024 Nov 06, 2024	BUY	$73.43 - $80.37 $4,846 - $5,304	66 Added 0.47%	14,172 $1.14 Million

Q2 2024 Jul 30, 2024	SELL	$71.74 - $75.86 $345,499 - $365,341	-4,816 Reduced 25.45%	14,106 $1.04 Million
Q1 2024 May 07, 2024	SELL	$68.82 - $75.98 $13,901 - $15,347	-202 Reduced 1.06%	18,922 $1.44 Million
Q4 2023 Feb 08, 2024	SELL	$61.16 - $70.24 $47,704 - $54,787	-780 Reduced 3.92%	19,124 $1.34 Million
Q3 2023 Nov 08, 2023	SELL	$64.45 - $69.39 $8,507 - $9,159	-132 Reduced 0.66%	19,904 $1.28 Million
Q2 2023 Aug 07, 2023	SELL	$63.33 - $67.21 $3.83 Million - $4.07 Million	-60,505 Reduced 75.12%	20,036 $1.34 Million
Q1 2023 May 02, 2023	SELL	$62.59 - $69.3 $738,749 - $817,947	-11,803 Reduced 12.78%	80,541 $5.28 Million
Q4 2022 Feb 07, 2023	BUY	$59.13 - $69.24 $104,305 - $122,139	1,764 Added 1.95%	92,344 $6.1 Million
Q3 2022 Nov 03, 2022	BUY	$58.51 - $69.02 $4.38 Million - $5.16 Million	74,829 Added 475.07%	90,580 $5.79 Million
Q2 2022 Aug 01, 2022	SELL	$60.93 - $72.3 $36,314 - $43,090	-596 Reduced 3.65%	15,751 $1.05 Million
Q1 2022 May 02, 2022	BUY	$67.71 - $74.19 $7,922 - $8,680	117 Added 0.72%	16,347 $0
Q4 2021 Feb 01, 2022	SELL	$67.9 - $73.3 $34,968 - $37,749	-515 Reduced 3.08%	16,230 $1.19 Million
Q3 2021 Nov 01, 2021	SELL	$66.91 - $71.05 $30,109 - $31,972	-450 Reduced 2.62%	16,745 $1.19 Million
Q2 2021 Aug 02, 2021	SELL	$65.81 - $69.75 $250,801 - $265,817	-3,811 Reduced 18.14%	17,195 $1.19 Million
Q1 2021 Apr 21, 2021	SELL	$58.71 - $65.66 $6.79 Million - $7.59 Million	-115,570 Reduced 84.62%	21,006 $1.4 Million
Q4 2020 Feb 16, 2021	BUY	$50.83 - $59.53 $6.94 Million - $8.13 Million	136,576 New	136,576 $8.55 Million

Others Institutions Holding SCHV

# of Institutions

975

Shares Held

358M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
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Bcgm Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History