Goldstein Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Goldstein Advisors, LLC

  • $689 Billion
  • Q4 2024

A detailed history of Goldstein Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Goldstein Advisors, LLC holds 20,720 shares of SCHX stock, worth $492,100. This represents 0.07% of its overall portfolio holdings.

Number of Shares
20,720
Previous 7,025 194.95%
Holding current value
$492,100
Previous $477 Million 0.76%
% of portfolio
0.07%
Previous 0.07%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025
BUY
$22.4 - $68.28 $306,768 - $935,094
13,695 Added 194.95%
20,720 $480 Million
Q3 2024

Oct 24, 2024
BUY
$61.11 - $67.85 $1,222 - $1,357
20 Added 0.29%
7,025 $477 Million
Q2 2024

Jul 24, 2024
BUY
$58.7 - $64.78 $59,639 - $65,816
1,016 Added 16.96%
7,005 $450 Million
Q1 2024

May 13, 2024
BUY
$55.41 - $62.08 $40,227 - $45,070
726 Added 13.79%
5,989 $372 Million
Q2 2023

Jul 21, 2023
BUY
$47.67 - $52.37 $250,887 - $275,623
5,263 New
5,263 $276 Million

Others Institutions Holding SCHX

# of Institutions
1,465
Shares Held
1.07B
Call Options Held
71.4K
Put Options Held
4.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHX Quotes by TradingView
  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
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