News + Filings Holdings
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BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
> SCHM
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | SCHWAB STRATEGIC TRUST | SCHM | 48,385 | -248 | 3,436,821,000 | 137,049,000 | $71,030.71 |
| 03/31/2023 | SCHWAB STRATEGIC TRUST | SCHM | 48,633 | -263 | 3,299,772,000 | 3,296,812,000 | $67,850.47 |
| 09/30/2022 | SCHWAB STRATEGIC TRUST | SCHM | 48,896 | 58 | 2,960,000 | -104,000 | $60.54 |
| 06/30/2022 | SCHWAB STRATEGIC TRUST | SCHM | 48,838 | 1,064 | 3,064,000 | -560,000 | $62.74 |
| 03/31/2022 | SCHWAB STRATEGIC TRUST | SCHM | 47,774 | 42 | 3,624,000 | -215,000 | $75.86 |
| 12/31/2021 | SCHWAB STRATEGIC TRUST | SCHM | 47,732 | 1,760 | 3,839,000 | 241,000 | $80.43 |
| 06/30/2021 | SCHWAB STRATEGIC TRUST | SCHM | 45,972 | -461 | 3,598,000 | 428,000 | $78.27 |
| 12/31/2020 | SCHWAB STRATEGIC TRUST | SCHM | 46,433 | -578 | 3,170,000 | 562,000 | $68.27 |
| 09/30/2020 | SCHWAB STRATEGIC TRUST | SCHM | 47,011 | -929 | 2,608,000 | 88,000 | $55.48 |
| 06/30/2020 | SCHWAB STRATEGIC TRUST | SCHM | 47,940 | -1,032 | 2,520,000 | 455,000 | $52.57 |
| 03/31/2020 | SCHWAB STRATEGIC TRUST | SCHM | 48,972 | -1,641 | 2,065,000 | -979,000 | $42.17 |
| 12/31/2019 | SCHWAB STRATEGIC TRUST | SCHM | 50,613 | 1,356 | 3,044,000 | 259,000 | $60.14 |
| 09/30/2019 | SCHWAB STRATEGIC TRUST | SCHM | 49,257 | -29 | 2,785,000 | -29,000 | $56.54 |
| 06/30/2019 | SCHWAB STRATEGIC TRUST | SCHM | 49,286 | -1,451 | 2,814,000 | 4,000 | $57.10 |
| 03/31/2019 | SCHWAB STRATEGIC TRUST | SCHM | 50,737 | 933 | 2,810,000 | 423,000 | $55.38 |
| 12/31/2018 | SCHWAB STRATEGIC TRUST | SCHM | 49,804 | 5,093 | 2,387,000 | -67,000 | $47.93 |
| 06/30/2018 | SCHWAB STRATEGIC TRUST | SCHM | 44,711 | -469 | 2,454,000 | 65,000 | $54.89 |
| 03/31/2018 | SCHWAB STRATEGIC TRUST | SCHM | 45,180 | 2,940 | 2,389,000 | 139,000 | $52.88 |
| 12/31/2017 | SCHWAB STRATEGIC TRUST | SCHM | 42,240 | 8,665 | 2,250,000 | 568,000 | $53.27 |
| 09/30/2017 | SCHWAB STRATEGIC TRUST | SCHM | 33,575 | 501 | 1,682,000 | 89,000 | $50.10 |
| 06/30/2017 | SCHWAB STRATEGIC TRUST | SCHM | 33,074 | 33,074 | 1,593,000 | 1,593,000 | $48.16 |
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