SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Bogart Wealth, LLC's Holding History (CIK: 0001715740)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 37,279 Value ($000) $1,023 Avg Close Range
Q3 2025
Shares 41,763 Value ($000) $1,140 Avg Close Range
Q2 2025
Shares 31,303 Value ($000) $830 Avg Close Range
Q1 2025
Shares 21,630 Value ($000) $605 Avg Close Range
Q4 2024
Shares 21,295 Value ($000) $582 Avg Close Range
Q3 2024
Shares 4,025 Value ($000) $340 Avg Close Range
Q2 2024
Shares 3,960 Value ($000) $308 Avg Close Range
Q1 2024
Shares 4,229 Value ($000) $341 Avg Close Range
Q4 2023
Shares 4,784 Value ($000) $364 Avg Close Range
Q3 2023
Shares 4,649 Value ($000) $329 Avg Close Range
Q2 2023
Shares 6,862 Value ($000) $498 Avg Close Range
Q1 2023
Shares 677,212 Value ($000) $49,545 Avg Close Range
Q4 2022
Shares 623,640 Value ($000) $47,110 Avg Close Range
Q3 2022
Shares 608,800 Value ($000) $40,443 Avg Close Range
Q2 2022
Shares 23,938 Value ($000) $1,715 Avg Close Range
Q1 2022
Shares 168 Value ($000) $13 Avg Close Range
Q4 2021
Shares 168 Value ($000) $14 Avg Close Range
Q3 2021
Shares 166 Value ($000) $12 Avg Close Range
Q2 2021
Shares 140 Value ($000) $11 Avg Close Range
Q1 2021
Shares 79 Value ($000) $6 Avg Close Range
Q4 2020
Shares 719 Value ($000) $46 Avg Close Range
Q3 2020
Shares 666 Value ($000) $36 Avg Close Range
Q2 2020
Shares 874 Value ($000) $45 Avg Close Range
Q1 2020
Shares 16,837 Value ($000) $757 Avg Close Range