Goldstein Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History

Goldstein Advisors, LLC

  • $598 Billion
  • Q2 2024

A detailed history of Goldstein Advisors, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Goldstein Advisors, LLC holds 3,876 shares of SCHM stock, worth $321,940. This represents 0.05% of its overall portfolio holdings.

Number of Shares
3,876
Previous 3,816 1.57%
Holding current value
$321,940
Previous $311 Million 2.92%
% of portfolio
0.05%
Previous 0.05%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 24, 2024
BUY
$75.69 - $81.19 $4,541 - $4,871
60 Added 1.57%
3,876 $302 Million
Q1 2024

May 13, 2024
BUY
$72.89 - $81.43 $15,015 - $16,774
206 Added 5.71%
3,816 $311 Million
Q2 2023

Jul 21, 2023
BUY
$65.29 - $71.03 $235,696 - $256,418
3,610 New
3,610 $256 Million

Others Institutions Holding SCHM

# of Institutions
912
Shares Held
94.8M
Call Options Held
6.2K
Put Options Held
3K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

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