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 25,993 shares of SCHX stock, worth $570,026. This represents 0.08% of its overall portfolio holdings.

Number of Shares

25,993

Previous 20,720 25.45%

Holding current value

$570,026

Previous $480 Million 19.5%

% of portfolio

0.08%

Previous 0.07%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	BUY	$21.75 - $24.28 $114,687 - $128,028	5,273 Added 25.45%	25,993 $574 Million
Q4 2024 Jan 17, 2025	BUY	$22.4 - $68.28 $306,768 - $935,094	13,695 Added 194.95%	20,720 $480 Million
Q3 2024 Oct 24, 2024	BUY	$61.11 - $67.85 $1,222 - $1,357	20 Added 0.29%	7,025 $477 Million
Q2 2024 Jul 24, 2024	BUY	$58.7 - $64.78 $59,639 - $65,816	1,016 Added 16.96%	7,005 $450 Million
Q1 2024 May 13, 2024	BUY	$55.41 - $62.08 $40,227 - $45,070	726 Added 13.79%	5,989 $372 Million
Q2 2023 Jul 21, 2023	BUY	$47.67 - $52.37 $250,887 - $275,623	5,263 New	5,263 $276 Million

Others Institutions Holding SCHX

# of Institutions

1,485

Shares Held

1.09B

Call Options Held

71.4K

Put Options Held

4.2K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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