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

Goldstein Advisors, LLC

  • $689 Billion
  • Q4 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 11,583 shares of SCHM stock, worth $324,092. This represents 0.05% of its overall portfolio holdings.

Number of Shares
11,583
Previous 3,728 210.7%
Holding current value
$324,092
Previous $310 Million 3.62%
% of portfolio
0.05%
Previous 0.05%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,006
Shares Held
271M
Call Options Held
15K
Put Options Held
1.1K
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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