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

Goal Vest Advisory LLC

  • $352 Million
  • Q4 2024

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 $315,330. This represents 0.09% of its overall portfolio holdings.

Number of Shares
10,896
Previous 2,724 300.0%
Holding current value
$315,330
Previous $283,000 7.07%
% of portfolio
0.09%
Previous 0.09%

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
1,448
Shares Held
2.24B
Call Options Held
264K
Put Options Held
98K
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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