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

Goldstein Advisors, LLC

  • $658 Billion
  • Q3 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 7,025 shares of SCHX stock, worth $162,699. This represents 0.07% of its overall portfolio holdings.

Number of Shares
7,025
Previous 7,005 0.29%
Holding current value
$162,699
Previous $450 Million 5.9%
% of portfolio
0.07%
Previous 0.08%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,353
Shares Held
349M
Call Options Held
34.3K
Put Options Held
1.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHX Quotes by TradingView
  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
Track This Portfolio

Track Goldstein Advisors, LLC Portfolio

Follow Goldstein Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Goldstein Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Goldstein Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email