Goal Vest Advisory LLC Schwab Strategic Tr Us Large 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 Large C stock. As of the latest transaction made, Goal Vest Advisory LLC holds 2,291 shares of SCHV stock, worth $63,689. This represents 0.06% of its overall portfolio holdings.

Number of Shares
2,291
Previous 2,291 -0.0%
Holding current value
$63,689
Previous $169,000 8.88%
% of portfolio
0.06%
Previous 0.05%

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
$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
831
Shares Held
112M
Call Options Held
0
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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