Goldstein Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Goldstein Advisors, LLC

  • $689 Billion
  • Q4 2024

A detailed history of Goldstein Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Goldstein Advisors, LLC holds 26,962 shares of SCHG stock, worth $767,608. This represents 0.11% of its overall portfolio holdings.

Number of Shares
26,962
Previous 6,954 287.72%
Holding current value
$767,608
Previous $724 Million 3.72%
% of portfolio
0.11%
Previous 0.11%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025
BUY
$25.93 - $105.3 $518,807 - $2.11 Million
20,008 Added 287.72%
26,962 $751 Million
Q3 2024

Oct 24, 2024
SELL
$92.63 - $105.69 $9,263 - $10,569
-100 Reduced 1.42%
6,954 $724 Million
Q2 2024

Jul 24, 2024
BUY
$87.04 - $101.61 $8,704 - $10,161
100 Added 1.44%
7,054 $711 Million
Q1 2024

May 13, 2024
BUY
$80.6 - $93.32 $2,579 - $2,986
32 Added 0.46%
6,954 $645 Million
Q4 2022

Feb 03, 2023
BUY
$54.31 - $60.76 $375,933 - $420,580
6,922 New
6,922 $385 Million

Others Institutions Holding SCHG

# of Institutions
1,363
Shares Held
1.88B
Call Options Held
140K
Put Options Held
96.3K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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