Goal Vest Advisory LLC Schwab Strategic Tr Us Small C Transaction History

Goal Vest Advisory LLC

  • $331 Million
  • Q3 2024

A detailed history of Goal Vest Advisory LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Goal Vest Advisory LLC holds 173 shares of SCHA stock, worth $4,819. This represents 0.0% of its overall portfolio holdings.

Number of Shares
173
Holding current value
$4,819
% of portfolio
0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024
BUY
$46.9 - $51.96 $8,113 - $8,989
173 New
173 $8,000
Q1 2023

Apr 03, 2023
BUY
$39.82 - $46.36 $4,061 - $4,728
102 New
102 $4,000

Others Institutions Holding SCHA

# of Institutions
1,144
Shares Held
146M
Call Options Held
55.6K
Put Options Held
7.8K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

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