News + Filings Holdings
|
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
> SCHG
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | SCHWAB STRATEGIC TRUST | SCHG | 26,579 | -528 | 1,992,123,000 | 225,543,000 | $74,951.01 |
| 03/31/2023 | SCHWAB STRATEGIC TRUST | SCHG | 27,107 | -1,191 | 1,766,580,000 | 1,765,001,000 | $65,170.62 |
| 09/30/2022 | SCHWAB STRATEGIC TRUST | SCHG | 28,298 | -954 | 1,579,000 | -117,000 | $55.80 |
| 06/30/2022 | SCHWAB STRATEGIC TRUST | SCHG | 29,252 | -490 | 1,696,000 | -529,000 | $57.98 |
| 03/31/2022 | SCHWAB STRATEGIC TRUST | SCHG | 29,742 | 14,332 | 2,225,000 | -298,000 | $74.81 |
| 12/31/2021 | SCHWAB STRATEGIC TRUST | SCHG | 15,410 | -118 | 2,523,000 | 257,000 | $163.72 |
| 06/30/2021 | SCHWAB STRATEGIC TRUST | SCHG | 15,528 | -1,810 | 2,266,000 | 36,000 | $145.93 |
| 12/31/2020 | SCHWAB STRATEGIC TRUST | SCHG | 17,338 | 411 | 2,230,000 | 281,000 | $128.62 |
| 09/30/2020 | SCHWAB STRATEGIC TRUST | SCHG | 16,927 | -328 | 1,949,000 | 199,000 | $115.14 |
| 06/30/2020 | SCHWAB STRATEGIC TRUST | SCHG | 17,255 | -309 | 1,750,000 | 351,000 | $101.42 |
| 03/31/2020 | SCHWAB STRATEGIC TRUST | SCHG | 17,564 | -1,169 | 1,399,000 | -342,000 | $79.65 |
| 12/31/2019 | SCHWAB STRATEGIC TRUST | SCHG | 18,733 | 1,533 | 1,741,000 | 296,000 | $92.94 |
| 09/30/2019 | SCHWAB STRATEGIC TRUST | SCHG | 17,200 | 146 | 1,445,000 | 26,000 | $84.01 |
| 06/30/2019 | SCHWAB STRATEGIC TRUST | SCHG | 17,054 | -344 | 1,419,000 | 37,000 | $83.21 |
| 03/31/2019 | SCHWAB STRATEGIC TRUST | SCHG | 17,398 | -19 | 1,382,000 | 181,000 | $79.43 |
| 12/31/2018 | SCHWAB STRATEGIC TRUST | SCHG | 17,417 | 2,642 | 1,201,000 | 81,000 | $68.96 |
| 06/30/2018 | SCHWAB STRATEGIC TRUST | SCHG | 14,775 | -579 | 1,120,000 | 19,000 | $75.80 |
| 03/31/2018 | SCHWAB STRATEGIC TRUST | SCHG | 15,354 | 954 | 1,101,000 | 83,000 | $71.71 |
| 12/31/2017 | SCHWAB STRATEGIC TRUST | SCHG | 14,400 | 1,055 | 1,018,000 | 136,000 | $70.69 |
| 09/30/2017 | SCHWAB STRATEGIC TRUST | SCHG | 13,345 | 303 | 882,000 | 58,000 | $66.09 |
| 06/30/2017 | SCHWAB STRATEGIC TRUST | SCHG | 13,042 | 13,042 | 824,000 | 824,000 | $63.18 |
| << Prev Next >> |
|