Bogart Wealth, LLC Schwab Strategic Tr Us Large C Transaction History

Bogart Wealth, LLC

  • $2.46 Billion
  • Q3 2025

A detailed history of Bogart Wealth, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Bogart Wealth, LLC holds 10,860 shares of SCHX stock, worth $288,224. This represents 0.01% of its overall portfolio holdings.

Number of Shares
10,860
Previous 10,176 6.72%
Holding current value
$288,224
Previous $248,000 15.32%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 27, 2025
BUY
$24.46 - $26.5 $16,730 - $18,126
684 Added 6.72%
10,860 $286,000
Q2 2025

Jul 29, 2025
BUY
$19.6 - $24.44 $24,225 - $30,207
1,236 Added 13.83%
10,176 $248,000
Q1 2025

May 01, 2025
SELL
$21.75 - $24.28 $9,983 - $11,144
-459 Reduced 4.88%
8,940 $197,000
Q4 2024

Jan 29, 2025
BUY
$22.4 - $68.28 $159,196 - $485,265
7,107 Added 310.08%
9,399 $217,000
Q3 2024

Oct 22, 2024
BUY
$61.11 - $67.85 $5,561 - $6,174
91 Added 4.13%
2,292 $155,000
Q2 2024

Jul 31, 2024
BUY
$58.7 - $64.78 $11,681 - $12,891
199 Added 9.94%
2,201 $141,000
Q1 2024

Apr 25, 2024
SELL
$55.41 - $62.08 $2,936 - $3,290
-53 Reduced 2.58%
2,002 $124,000
Q4 2023

Feb 06, 2024
BUY
$48.47 - $56.6 $40,617 - $47,430
838 Added 68.86%
2,055 $115,000
Q3 2023

Oct 30, 2023
BUY
$50.36 - $54.21 $2,971 - $3,198
59 Added 5.09%
1,217 $61,000
Q2 2023

Jul 28, 2023
SELL
$47.67 - $52.37 $38,469 - $42,262
-807 Reduced 41.07%
1,158 $60,000
Q1 2023

Apr 21, 2023
BUY
$44.78 - $49.41 $134 - $148
3 Added 0.15%
1,965 $95,000
Q4 2022

Feb 06, 2023
BUY
$42.25 - $48.16 $38,870 - $44,307
920 Added 88.29%
1,962 $88,000
Q3 2022

Nov 03, 2022
BUY
$42.35 - $51.01 $169 - $204
4 Added 0.39%
1,042 $44,000
Q2 2022

Jul 22, 2022
BUY
$43.35 - $54.51 $173 - $218
4 Added 0.39%
1,038 $46,000
Q1 2022

Apr 22, 2022
BUY
$49.51 - $57.27 $23,764 - $27,489
480 Added 86.64%
1,034 $56,000
Q4 2021

Jan 19, 2022
BUY
$51.9 - $57.29 $26,157 - $28,874
504 Added 1008.0%
554 $63,000
Q1 2021

Apr 16, 2021
BUY
$44.9 - $48.34 $2,245 - $2,417
50 New
50 $5,000
Q4 2020

Jan 14, 2021
SELL
$39.35 - $45.48 $2,951 - $3,410
-75 Closed
0 $0
Q2 2020

Jul 08, 2020
BUY
$29.25 - $38.76 $29 - $38
1 Added 1.35%
75 $6,000
Q1 2020

Apr 20, 2020
BUY
$26.61 - $40.52 $1,969 - $2,998
74 New
74 $5,000
Q1 2019

Apr 08, 2019
SELL
N/A
-2,570 Closed
0 $0
Q4 2018

Jan 15, 2019
BUY
N/A
2,570 New
2,570 $153,000

Others Institutions Holding SCHX

# of Institutions
1,634
Shares Held
1.14B
Call Options Held
64.2K
Put Options Held
12K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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