A detailed history of Gofen & Glossberg LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Gofen & Glossberg LLC holds 6,249 shares of SCHA stock, worth $168,223. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,249
Previous 6,205 0.71%
Holding current value
$168,223
Previous $235,000 7.66%
% of portfolio
0.01%
Previous 0.01%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Jan 13, 2023

BUY
$38.25 - $43.54 $1,683 - $1,915
44 Added 0.71%
6,249 $253,000
Q3 2022

Oct 13, 2022

SELL
$37.65 - $45.9 $8,697 - $10,602
-231 Reduced 3.59%
6,205 $235,000
Q2 2022

Jul 14, 2022

BUY
$37.88 - $48.01 $1,515 - $1,920
40 Added 0.63%
6,436 $251,000
Q1 2022

Apr 14, 2022

BUY
$44.42 - $51.73 $160,445 - $186,848
3,612 Added 129.74%
6,396 $303,000
Q4 2021

Jan 25, 2022

BUY
$48.64 - $55.07 $33,464 - $37,888
688 Added 32.82%
2,784 $285,000
Q3 2021

Oct 13, 2021

BUY
$48.3 - $52.49 $3,091 - $3,359
64 Added 3.15%
2,096 $210,000
Q2 2021

Jul 13, 2021

BUY
$48.39 - $52.91 $98,328 - $107,513
2,032 New
2,032 $212,000

Others Institutions Holding SCHA

About SCHWAB STRATEGIC TR US SMALL-C


  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
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