Goldstein Advisors, LLC Schwab Strategic Tr Us Broad M Transaction History

Goldstein Advisors, LLC

  • $823 Billion
  • Q3 2025

A detailed history of Goldstein Advisors, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Goldstein Advisors, LLC holds 11,526 shares of SCHB stock, worth $297,601. This represents 0.04% of its overall portfolio holdings.

Number of Shares
11,526
Previous 10,706 7.66%
Holding current value
$297,601
Previous $255 Million 16.15%
% of portfolio
0.04%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 21, 2025
BUY
$23.82 - $25.84 $19,532 - $21,188
820 Added 7.66%
11,526 $296 Million
Q2 2025

Jul 29, 2025
SELL
$19.1 - $23.83 $191 - $238
-10 Reduced 0.09%
10,706 $255 Million
Q1 2025

Apr 23, 2025
BUY
$21.23 - $23.75 $227,500 - $254,505
10,716 New
10,716 $231 Million

Others Institutions Holding SCHB

# of Institutions
1,378
Shares Held
501M
Call Options Held
299K
Put Options Held
22.8K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
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