Bt Wealth Management LLC Schwab Strategic Tr Us Large C Transaction History

Bt Wealth Management LLC

$356 Million
Q2 2022

A detailed history of Bt Wealth Management LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Bt Wealth Management LLC holds 30,343 shares of SCHX stock, worth $713,363. This represents 0.38% of its overall portfolio holdings.

Number of Shares

30,343

Previous 30,343 -0.0%

Holding current value

$713,363

Previous $1.37 Million 0.95%

% of portfolio

0.38%

Previous 0.37%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 15, 2022	BUY	$43.35 - $54.51 $736 - $926	17 Added 0.06%	30,343 $1.37 Million
Q1 2022 Apr 21, 2022	BUY	$49.51 - $57.27 $756,364 - $874,913	15,277 Added 101.52%	30,326 $1.63 Million
Q4 2021 Feb 11, 2022	BUY	$51.9 - $57.29 $663,022 - $731,879	12,775 Added 561.79%	15,049 $1.71 Million
Q3 2021 Nov 01, 2021	BUY	$51.52 - $54.94 $3,812 - $4,065	74 Added 3.36%	2,274 $237,000
Q2 2021 Jul 28, 2021	SELL	$48.62 - $52.01 $52,995 - $56,690	-1,090 Reduced 33.13%	2,200 $229,000
Q1 2021 May 06, 2021	BUY	$44.9 - $48.34 $147,721 - $159,038	3,290 New	3,290 $316,000

Others Institutions Holding SCHX

# of Institutions

1,470

Shares Held

1.07B

Call Options Held

71.4K

Put Options Held

4.2K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHX
Sector ETFs
Industry ETFs

More about SCHX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Bt Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bt Wealth Management LLC with notifications on news.

Account

Bt Wealth Management LLC Schwab Strategic Tr Us Large C Transaction History