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

Goldstein Advisors, LLC

$744 Billion
Q2 2025

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 13,001 shares of SCHM stock, worth $375,598. This represents 0.05% of its overall portfolio holdings.

Number of Shares

13,001

Previous 12,764 1.86%

Holding current value

$375,598

Previous $334 Million 9.05%

% of portfolio

0.05%

Previous 0.05%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 29, 2025	BUY	$22.92 - $28.05 $5,432 - $6,647	237 Added 1.86%	13,001 $365 Million
Q1 2025 Apr 23, 2025	BUY	$25.58 - $29.24 $30,209 - $34,532	1,181 Added 10.2%	12,764 $334 Million
Q4 2024 Jan 17, 2025	BUY	$27.54 - $83.04 $216,326 - $652,279	7,855 Added 210.7%	11,583 $321 Million
Q3 2024 Oct 24, 2024	SELL	$75.47 - $83.18 $11,169 - $12,310	-148 Reduced 3.82%	3,728 $310 Million
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

1,022

Shares Held

283M

Call Options Held

45.7K

Put Options Held

5.47K

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

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