Goldstein Munger & Associates Schwab Strategic Tr Us Broad M Transaction History

Goldstein Munger & Associates

  • $303 Million
  • Q3 2022

A detailed history of Goldstein Munger & Associates transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Goldstein Munger & Associates holds 13,007 shares of SCHB stock, worth $824,253. This represents 0.18% of its overall portfolio holdings.

Number of Shares
13,007
Previous 13,007 -0.0%
Holding current value
$824,253
Previous $575,000 5.04%
% of portfolio
0.18%
Previous 0.17%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Aug 10, 2022
SELL
N/A
-20 Reduced 0.15%
13,007 $575,000
Q1 2022

May 10, 2022
BUY
N/A
6,513 Added 99.98%
13,027 $695,000
Q2 2021

Jul 14, 2021
SELL
N/A
-120 Reduced 1.81%
6,514 $679,000
Q4 2020

Feb 10, 2021
SELL
N/A
-23 Reduced 0.35%
6,634 $604,000
Q3 2020

Nov 10, 2020
SELL
N/A
-58 Reduced 0.86%
6,657 $530,000
Q2 2020

Aug 12, 2020
BUY
N/A
6,715 New
6,715 $493,000

Others Institutions Holding SCHB

# of Institutions
1,122
Shares Held
160M
Call Options Held
230K
Put Options Held
29.7K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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