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 6,873 shares of SCHV stock, worth $187,632. This represents 0.05% of its overall portfolio holdings.

Number of Shares

6,873

Previous 2,291 200.0%

Holding current value

$187,632

Previous $184,000 2.72%

% of portfolio

0.05%

Previous 0.06%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$25.79 - $80.4 $118,169 - $368,392	4,582 Added 200.0%	6,873 $179,000
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	$58.51 - $69.02 $89,052 - $105,048	-1,522 Reduced 97.56%	38 $2,000
Q2 2022 Jul 06, 2022	SELL	$60.93 - $72.3 $36,070 - $42,801	-592 Reduced 27.51%	1,560 $98,000
Q1 2022 May 03, 2022	SELL	$67.71 - $74.19 $11,036 - $12,092	-163 Reduced 7.04%	2,152 $154,000
Q2 2021 Sep 01, 2021	BUY	$65.81 - $69.75 $526 - $558	8 Added 0.35%	2,315 $158,000
Q1 2021 May 13, 2021	SELL	$58.71 - $65.66 $50,608 - $56,598	-862 Reduced 27.2%	2,307 $151,000
Q4 2020 Jan 28, 2021	BUY	$50.83 - $59.53 $161,080 - $188,650	3,169 New	3,169 $189,000

Others Institutions Holding SCHV

# of Institutions

875

Shares Held

314M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR US LARGE-C

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