Godsey & Gibb Associates Schwab Strategic Tr Us Large C Transaction History

Godsey & Gibb Associates

$1.11 Billion
Q3 2025

A detailed history of Godsey & Gibb Associates transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Godsey & Gibb Associates holds 12,285 shares of SCHG stock, worth $389,925. This represents 0.04% of its overall portfolio holdings.

Number of Shares

12,285

Previous 12,285 -0.0%

Holding current value

$389,925

Previous $358,000 9.5%

% of portfolio

0.04%

Previous 0.03%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 23, 2025	BUY	$22.27 - $29.21 $21,757 - $28,538	977 Added 8.64%	12,285 $358,000
Q1 2025 Apr 11, 2025	BUY	$24.91 - $29.02 $36,119 - $42,079	1,450 Added 14.71%	11,308 $282,000
Q4 2024 Jan 14, 2025	BUY	$25.93 - $105.3 $204,665 - $831,132	7,893 Added 401.68%	9,858 $274,000
Q2 2024 Jul 23, 2024	BUY	$87.04 - $101.61 $26,547 - $30,991	305 Added 18.37%	1,965 $198,000
Q1 2024 Apr 23, 2024	SELL	$80.6 - $93.32 $14,104 - $16,330	-175 Reduced 9.54%	1,660 $153,000
Q4 2023 Jan 16, 2024	BUY	$70.08 - $83.37 $12,264 - $14,589	175 Added 10.54%	1,835 $152,000
Q1 2023 Apr 18, 2023	BUY	$54.19 - $65.17 $89,955 - $108,182	1,660 New	1,660 $108,000

Others Institutions Holding SCHG

# of Institutions

1,633

Shares Held

816M

Call Options Held

606K

Put Options Held

163K

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About SCHWAB STRATEGIC TR US LARGE-C

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Godsey & Gibb Associates Schwab Strategic Tr Us Large C Transaction History