Bogart Wealth, LLC Schwab Strategic Tr Long Term Transaction History

Bogart Wealth, LLC

  • $2.1 Billion
  • Q4 2024

A detailed history of Bogart Wealth, LLC transactions in Schwab Strategic Tr Long Term stock. As of the latest transaction made, Bogart Wealth, LLC holds 1,300 shares of SCHQ stock, worth $43,095. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,300
Previous 2,085 37.65%
Holding current value
$43,095
Previous $72,000 44.44%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jan 29, 2025
SELL
$31.33 - $35.13 $24,594 - $27,577
-785 Reduced 37.65%
1,300 $40,000
Q3 2024

Oct 22, 2024
BUY
$32.17 - $35.98 $25,253 - $28,244
785 Added 60.38%
2,085 $72,000
Q3 2023

Oct 30, 2023
BUY
$31.58 - $36.29 $3,158 - $3,629
100 Added 8.33%
1,300 $41,000
Q2 2023

Jul 28, 2023
BUY
$35.48 - $38.22 $42,575 - $45,864
1,200 New
1,200 $43,000

Others Institutions Holding SCHQ

# of Institutions
106
Shares Held
11.5M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR LONG-TERM

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