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

Goal Vest Advisory LLC

  • $393 Million
  • Q2 2025

A detailed history of Goal Vest Advisory LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Goal Vest Advisory LLC holds 10,896 shares of SCHG stock, worth $331,129. This represents 0.08% of its overall portfolio holdings.

Number of Shares
10,896
Previous 10,896 -0.0%
Holding current value
$331,129
Previous $272,000 16.91%
% of portfolio
0.08%
Previous 0.08%

Shares

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

Jan 17, 2025
BUY
$25.93 - $105.3 $211,899 - $860,511
8,172 Added 300.0%
10,896 $303,000
Q1 2024

Apr 15, 2024
BUY
$80.6 - $93.32 $219,554 - $254,203
2,724 New
2,724 $252,000
Q2 2023

Jul 10, 2023
BUY
$63.6 - $74.95 $0 - $0
0 New
0 $0
Q1 2023

Apr 03, 2023
BUY
$54.19 - $65.17 $0 - $0
0 New
0 $0

Others Institutions Holding SCHG

# of Institutions
1,589
Shares Held
798M
Call Options Held
298K
Put Options Held
193K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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