News + Filings Holdings
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BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
> SCHV
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | SCHWAB STRATEGIC TRUST | SCHV | 53,662 | -1,371 | 3,600,180,000 | -8,866,000 | $67,089.93 |
| 03/31/2023 | SCHWAB STRATEGIC TRUST | SCHV | 55,033 | -1,693 | 3,609,046,000 | 3,605,727,000 | $65,579.67 |
| 09/30/2022 | SCHWAB STRATEGIC TRUST | SCHV | 56,726 | 3,387 | 3,319,000 | -10,000 | $58.51 |
| 06/30/2022 | SCHWAB STRATEGIC TRUST | SCHV | 53,339 | 3,019 | 3,329,000 | -263,000 | $62.41 |
| 03/31/2022 | SCHWAB STRATEGIC TRUST | SCHV | 50,320 | 333 | 3,592,000 | -68,000 | $71.38 |
| 12/31/2021 | SCHWAB STRATEGIC TRUST | SCHV | 49,987 | -818 | 3,660,000 | 186,000 | $73.22 |
| 06/30/2021 | SCHWAB STRATEGIC TRUST | SCHV | 50,805 | 1,164 | 3,474,000 | 514,000 | $68.38 |
| 12/31/2020 | SCHWAB STRATEGIC TRUST | SCHV | 49,641 | -1,477 | 2,960,000 | 292,000 | $59.63 |
| 09/30/2020 | SCHWAB STRATEGIC TRUST | SCHV | 51,118 | -1,507 | 2,668,000 | 28,000 | $52.19 |
| 06/30/2020 | SCHWAB STRATEGIC TRUST | SCHV | 52,625 | -836 | 2,640,000 | 273,000 | $50.17 |
| 03/31/2020 | SCHWAB STRATEGIC TRUST | SCHV | 53,461 | 23 | 2,367,000 | -846,000 | $44.28 |
| 12/31/2019 | SCHWAB STRATEGIC TRUST | SCHV | 53,438 | 1,984 | 3,213,000 | 294,000 | $60.13 |
| 09/30/2019 | SCHWAB STRATEGIC TRUST | SCHV | 51,454 | -1,167 | 2,919,000 | -35,000 | $56.73 |
| 06/30/2019 | SCHWAB STRATEGIC TRUST | SCHV | 52,621 | -1,643 | 2,954,000 | -16,000 | $56.14 |
| 03/31/2019 | SCHWAB STRATEGIC TRUST | SCHV | 54,264 | 684 | 2,970,000 | 329,000 | $54.73 |
| 12/31/2018 | SCHWAB STRATEGIC TRUST | SCHV | 53,580 | 2,794 | 2,641,000 | -57,000 | $49.29 |
| 06/30/2018 | SCHWAB STRATEGIC TRUST | SCHV | 50,786 | -860 | 2,698,000 | -31,000 | $53.12 |
| 03/31/2018 | SCHWAB STRATEGIC TRUST | SCHV | 51,646 | 15 | 2,729,000 | -93,000 | $52.84 |
| 12/31/2017 | SCHWAB STRATEGIC TRUST | SCHV | 51,631 | -1,606 | 2,822,000 | 63,000 | $54.66 |
| 09/30/2017 | SCHWAB STRATEGIC TRUST | SCHV | 53,237 | -949 | 2,759,000 | 39,000 | $51.82 |
| 06/30/2017 | SCHWAB STRATEGIC TRUST | SCHV | 54,186 | 54,186 | 2,720,000 | 2,720,000 | $50.20 |
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