Bogart Wealth, LLC Schwab Strategic Tr 1000 Index Transaction History

Bogart Wealth, LLC

  • $2.46 Billion
  • Q3 2025

A detailed history of Bogart Wealth, LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Bogart Wealth, LLC holds 624 shares of SCHK stock, worth $20,155. This represents 0.0% of its overall portfolio holdings.

Number of Shares
624
Previous 624 -0.0%
Holding current value
$20,155
Previous $18,000 11.11%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jan 29, 2025
BUY
$27.45 - $55.56 $8,564 - $17,334
312 Added 100.0%
624 $17,000
Q3 2023

Oct 30, 2023
BUY
$41.08 - $44.27 $12,816 - $13,812
312 New
312 $12,000

Others Institutions Holding SCHK

# of Institutions
238
Shares Held
71.4M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR 1000 INDEX

SCHK Quotes by TradingView
  • Ticker SCHK
  • Sector ETFs
  • Industry ETFs
More about SCHK
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