Bdo Wealth Advisors, LLC Schwab Strategic Tr Us Small C Transaction History

Bdo Wealth Advisors, LLC

$867 Million
Q2 2023

A detailed history of Bdo Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Bdo Wealth Advisors, LLC holds 3,424 shares of SCHA stock, worth $89,743. This represents 0.02% of its overall portfolio holdings.

Number of Shares

3,424

Previous 3,424 -0.0%

Holding current value

$89,743

Previous $143,000 4.2%

% of portfolio

0.02%

Previous 0.02%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 27, 2023	SELL	$38.25 - $43.54 $5,890 - $6,705	-154 Reduced 4.3%	3,424 $0
Q3 2022 Nov 02, 2022	BUY	$37.65 - $45.9 $5,798 - $7,068	154 Added 4.5%	3,578 $135,000
Q2 2022 Aug 25, 2022	SELL	$37.88 - $48.01 $30,038 - $38,071	-793 Reduced 18.8%	3,424 $134,000
Q1 2022 May 06, 2022	BUY	$44.42 - $51.73 $92,349 - $107,546	2,079 Added 97.24%	4,217 $200,000
Q4 2021 Feb 11, 2022	BUY	$48.64 - $55.07 $1,702 - $1,927	35 Added 1.66%	2,138 $219,000
Q3 2021 Nov 09, 2021	BUY	$48.3 - $52.49 $7,051 - $7,663	146 Added 7.46%	2,103 $210,000
Q1 2019 May 15, 2019	SELL	N/A	-512 Reduced 20.74%	1,957 $137,000
Q4 2018 Feb 14, 2019	SELL	N/A	-325 Reduced 11.63%	2,469 $150,000
Q2 2018 Aug 27, 2018	BUY	N/A	894 Added 47.05%	2,794 $206,000
Q3 2017 Nov 08, 2017	BUY	N/A	1,900	1,900 $128,000

Others Institutions Holding SCHA

# of Institutions

1,147

Shares Held

147M

Call Options Held

55.6K

Put Options Held

7.8K

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
Sector ETFs
Industry ETFs

More about SCHA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Bdo Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bdo Wealth Advisors, LLC with notifications on news.

Account

Bdo Wealth Advisors, LLC Schwab Strategic Tr Us Small C Transaction History