Blue Bell Private Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History

Blue Bell Private Wealth Management, LLC

  • $626 Million
  • Q3 2025

A detailed history of Blue Bell Private Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Blue Bell Private Wealth Management, LLC holds 71,143 shares of SCHG stock, worth $2.3 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares
71,143
Previous 70,608 0.76%
Holding current value
$2.3 Million
Previous $2.06 Million 10.09%
% of portfolio
0.36%
Previous 0.36%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 22, 2025
BUY
$28.92 - $32.19 $15,472 - $17,221
535 Added 0.76%
71,143 $2.27 Million
Q2 2025

Aug 11, 2025
SELL
$22.27 - $29.21 $2,939 - $3,855
-132 Reduced 0.19%
70,608 $2.06 Million
Q1 2025

May 05, 2025
BUY
$24.91 - $29.02 $12,853 - $14,974
516 Added 0.73%
70,740 $1.77 Million
Q4 2024

Feb 06, 2025
BUY
$25.93 - $105.3 $1.36 Million - $5.54 Million
52,591 Added 298.25%
70,224 $1.96 Million
Q3 2024

Oct 28, 2024
SELL
$92.63 - $105.69 $2,223 - $2,536
-24 Reduced 0.14%
17,633 $1.84 Million
Q2 2024

Aug 05, 2024
BUY
$87.04 - $101.61 $312,125 - $364,373
3,586 Added 25.49%
17,657 $1.78 Million
Q1 2024

Apr 24, 2024
SELL
$80.6 - $93.32 $415,654 - $481,251
-5,157 Reduced 26.82%
14,071 $1.3 Million
Q4 2023

Jan 25, 2024
SELL
$70.08 - $83.37 $514,597 - $612,185
-7,343 Reduced 27.64%
19,228 $1.6 Million
Q3 2023

Oct 30, 2023
SELL
$71.99 - $78.02 $575 - $624
-8 Reduced 0.03%
26,571 $1.93 Million
Q2 2023

Aug 08, 2023
SELL
$63.6 - $74.95 $33,580 - $39,573
-528 Reduced 1.95%
26,579 $1.99 Million
Q1 2023

May 08, 2023
SELL
$54.19 - $65.17 $31,538 - $37,928
-582 Reduced 2.1%
27,107 $1.77 Million
Q4 2022

Feb 03, 2023
SELL
$54.31 - $60.76 $33,074 - $37,002
-609 Reduced 2.15%
27,689 $1.54 Million
Q3 2022

Nov 08, 2022
SELL
$55.81 - $69.25 $53,242 - $66,064
-954 Reduced 3.26%
28,298 $1.58 Million
Q2 2022

Aug 02, 2022
SELL
$55.73 - $76.55 $27,307 - $37,509
-490 Reduced 1.65%
29,252 $1.7 Million
Q1 2022

Apr 21, 2022
BUY
$65.63 - $82.62 $940,609 - $1.18 Million
14,332 Added 93.0%
29,742 $2.23 Million
Q4 2021

Jan 26, 2022
SELL
$73.11 - $83.4 $292 - $333
-4 Reduced 0.03%
15,410 $2.52 Million
Q3 2021

Nov 10, 2021
SELL
$73.24 - $78.94 $8,349 - $8,999
-114 Reduced 0.73%
15,414 $2.28 Million
Q2 2021

Aug 05, 2021
SELL
$65.3 - $73.24 $136,150 - $152,705
-2,085 Reduced 11.84%
15,528 $2.27 Million
Q1 2021

Apr 23, 2021
BUY
$61.41 - $68.35 $16,887 - $18,796
275 Added 1.59%
17,613 $2.29 Million
Q4 2020

Jan 21, 2021
BUY
$55.95 - $64.38 $22,995 - $26,460
411 Added 2.43%
17,338 $2.23 Million
Q3 2020

Oct 23, 2020
SELL
$51.42 - $61.56 $16,865 - $20,191
-328 Reduced 1.9%
16,927 $1.95 Million
Q2 2020

Jul 30, 2020
SELL
$37.99 - $51.32 $11,738 - $15,857
-309 Reduced 1.76%
17,255 $1.75 Million
Q1 2020

Apr 22, 2020
SELL
$34.6 - $51.17 $40,447 - $59,817
-1,169 Reduced 6.24%
17,564 $1.4 Million
Q4 2019

Jan 22, 2020
BUY
$40.97 - $46.72 $62,807 - $71,621
1,533 Added 8.91%
18,733 $1.74 Million
Q3 2019

Nov 07, 2019
BUY
$41.7 - $42.86 $6,088 - $6,257
146 Added 0.86%
17,200 $1.45 Million
Q2 2019

Jul 23, 2019
SELL
N/A
-344 Reduced 1.98%
17,054 $1.42 Million
Q1 2019

Apr 23, 2019
SELL
N/A
-19 Reduced 0.11%
17,398 $1.38 Million
Q4 2018

Jan 16, 2019
BUY
N/A
2,161 Added 14.16%
17,417 $1.2 Million
Q3 2018

Oct 25, 2018
BUY
N/A
481 Added 3.26%
15,256 $1.25 Million
Q2 2018

Jul 25, 2018
SELL
N/A
-579 Reduced 3.77%
14,775 $1.12 Million
Q1 2018

May 01, 2018
BUY
N/A
954 Added 6.63%
15,354 $1.1 Million
Q4 2017

Jan 31, 2018
BUY
N/A
1,055 Added 7.91%
14,400 $1.02 Million
Q3 2017

Oct 24, 2017
BUY
N/A
13,345
13,345 $882,000

Others Institutions Holding SCHG

# of Institutions
1,698
Shares Held
861M
Call Options Held
543K
Put Options Held
113K
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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