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

Bnc Wealth Management, LLC

  • $291 Million
  • Q4 2024

A detailed history of Bnc Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Bnc Wealth Management, LLC holds 9,198 shares of SCHG stock, worth $236,204. This represents 0.09% of its overall portfolio holdings.

Number of Shares
9,198
Previous 2,926 214.35%
Holding current value
$236,204
Previous $304,000 15.79%
% of portfolio
0.09%
Previous 0.11%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025
BUY
$25.93 - $105.3 $162,632 - $660,441
6,272 Added 214.35%
9,198 $256,000
Q3 2024

Oct 31, 2024
SELL
$92.63 - $105.69 $1,852 - $2,113
-20 Reduced 0.68%
2,926 $304,000
Q2 2023

Jul 28, 2023
BUY
$63.6 - $74.95 $187,365 - $220,802
2,946 New
2,946 $220,000
Q2 2022

Jul 25, 2022
SELL
$55.73 - $76.55 $158,830 - $218,167
-2,850 Closed
0 $0
Q1 2022

Apr 20, 2022
BUY
$65.63 - $82.62 $93,522 - $117,733
1,425 Added 100.0%
2,850 $213,000
Q4 2021

Jan 19, 2022
BUY
$73.11 - $83.4 $104,181 - $118,845
1,425 New
1,425 $233,000

Others Institutions Holding SCHG

# of Institutions
1,477
Shares Held
2.27B
Call Options Held
296K
Put Options Held
153K
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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