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 $335,840. This represents 0.18% of its overall portfolio holdings.

Number of Shares
13,007
Previous 13,007 -0.0%
Holding current value
$335,840
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
$42.93 - $53.98 $858 - $1,079
-20 Reduced 0.15%
13,007 $575,000
Q1 2022

May 10, 2022
BUY
$49.15 - $56.85 $320,113 - $370,264
6,513 Added 99.98%
13,027 $695,000
Q2 2021

Jul 14, 2021
SELL
$48.92 - $52.14 $5,870 - $6,256
-120 Reduced 1.81%
6,514 $679,000
Q4 2020

Feb 10, 2021
SELL
$39.03 - $45.5 $897 - $1,046
-23 Reduced 0.35%
6,634 $604,000
Q3 2020

Nov 10, 2020
SELL
$36.93 - $42.52 $2,141 - $2,466
-58 Reduced 0.86%
6,657 $530,000
Q2 2020

Aug 12, 2020
BUY
$28.84 - $38.49 $193,660 - $258,460
6,715 New
6,715 $493,000

Others Institutions Holding SCHB

# of Institutions
1,376
Shares Held
499M
Call Options Held
299K
Put Options Held
22.8K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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