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

Goldstein Advisors, LLC

$684 Billion
Q1 2025

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 27,408 shares of SCHG stock, worth $692,874. This represents 0.1% of its overall portfolio holdings.

Number of Shares

27,408

Previous 26,962 1.65%

Holding current value

$692,874

Previous $751 Million 8.67%

% of portfolio

0.1%

Previous 0.11%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	BUY	$24.91 - $29.02 $11,109 - $12,942	446 Added 1.65%	27,408 $686 Million
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

1,483

Shares Held

706M

Call Options Held

296K

Put Options Held

153K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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