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 5,100 shares of SCHX stock, worth $119,340. This represents 0.1% of its overall portfolio holdings.

Number of Shares

5,100

Previous 5,100 -0.0%

Holding current value

$119,340

Previous $327,000 5.81%

% of portfolio

0.1%

Previous 0.11%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 30, 2024	SELL	$58.7 - $64.78 $117,400 - $129,560	-2,000 Reduced 28.17%	5,100 $327,000
Q4 2023 Jan 02, 2024	SELL	$48.47 - $56.6 $152,486 - $178,063	-3,146 Reduced 30.7%	7,100 $400,000
Q3 2023 Oct 10, 2023	SELL	$50.36 - $54.21 $68,187 - $73,400	-1,354 Reduced 11.67%	10,246 $518,000
Q2 2023 Jul 17, 2023	BUY	$47.67 - $52.37 $535,143 - $587,905	11,226 Added 3001.6%	11,600 $607,000
Q1 2023 Apr 03, 2023	BUY	$44.78 - $49.41 $16,747 - $18,479	374 New	374 $18,000
Q3 2022 Oct 11, 2022	SELL	$42.35 - $51.01 $24,986 - $30,095	-590 Reduced 61.46%	370 $16,000
Q2 2022 Jul 06, 2022	SELL	$43.35 - $54.51 $4,161 - $5,232	-96 Reduced 9.09%	960 $43,000
Q1 2022 May 03, 2022	BUY	$49.51 - $57.27 $52,282 - $60,477	1,056 New	1,056 $57,000
Q1 2021 May 13, 2021	SELL	$44.9 - $48.34 $763 - $821	-17 Closed	0 $0
Q4 2020 Jan 28, 2021	BUY	$39.35 - $45.48 $668 - $773	17 New	17 $2,000

Others Institutions Holding SCHX

# of Institutions

1,353

Shares Held

349M

Call Options Held

34.3K

Put Options Held

1.2K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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