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

Goal Vest Advisory LLC

  • $298 Million
  • Q1 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 2,291 shares of SCHV stock, worth $169,717. This represents 0.06% of its overall portfolio holdings.

Number of Shares
2,291
Holding current value
$169,717
% of portfolio
0.06%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 15, 2024
BUY
$68.82 - $75.98 $157,666 - $174,070
2,291 New
2,291 $174,000
Q1 2023

Apr 03, 2023
BUY
$62.59 - $69.3 $7,010 - $7,761
112 New
112 $7,000
Q3 2022

Oct 11, 2022
SELL
N/A
-1,522 Reduced 97.56%
38 $2,000
Q2 2022

Jul 06, 2022
SELL
N/A
-592 Reduced 27.51%
1,560 $98,000
Q1 2022

May 03, 2022
SELL
N/A
-163 Reduced 7.04%
2,152 $154,000
Q2 2021

Sep 01, 2021
BUY
N/A
8 Added 0.35%
2,315 $158,000
Q1 2021

May 13, 2021
SELL
N/A
-862 Reduced 27.2%
2,307 $151,000
Q4 2020

Jan 28, 2021
BUY
N/A
3,169 New
3,169 $189,000

Others Institutions Holding SCHV

# of Institutions
787
Shares Held
102M
Call Options Held
9.1K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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