Gsb Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History

Gsb Wealth Management, LLC

$384 Million
Q2 2025

A detailed history of Gsb Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Gsb Wealth Management, LLC holds 207,794 shares of SCHG stock, worth $6.28 Million. This represents 1.58% of its overall portfolio holdings.

Number of Shares

207,794

Previous 226,041 8.07%

Holding current value

$6.28 Million

Previous $5.66 Million 7.32%

% of portfolio

1.58%

Previous 1.57%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 14, 2025	SELL	$22.27 - $29.21 $406,360 - $532,994	-18,247 Reduced 8.07%	207,794 $6.07 Million
Q1 2025 Apr 18, 2025	SELL	$24.91 - $29.02 $434,679 - $506,399	-17,450 Reduced 7.17%	226,041 $5.66 Million
Q4 2024 Jan 21, 2025	BUY	$25.93 - $105.3 $4.81 Million - $19.5 Million	185,429 Added 319.36%	243,491 $6.79 Million
Q3 2024 Oct 25, 2024	SELL	$92.63 - $105.69 $40,479 - $46,186	-437 Reduced 0.75%	58,062 $6.05 Million
Q2 2024 Jul 18, 2024	BUY	$87.04 - $101.61 $24,545 - $28,654	282 Added 0.48%	58,499 $5.9 Million
Q1 2024 May 02, 2024	BUY	$80.6 - $93.32 $659,388 - $763,450	8,181 Added 16.35%	58,217 $5.4 Million
Q4 2023 Feb 13, 2024	SELL	$70.08 - $83.37 $71,551 - $85,120	-1,021 Reduced 2.0%	50,036 $4.15 Million
Q3 2023 Nov 13, 2023	BUY	$71.99 - $78.02 $247,789 - $268,544	3,442 Added 7.23%	51,057 $3.71 Million
Q2 2023 Aug 08, 2023	BUY	$63.6 - $74.95 $752,960 - $887,333	11,839 Added 33.09%	47,615 $3.57 Million
Q1 2023 May 15, 2023	BUY	$54.19 - $65.17 $1.94 Million - $2.33 Million	35,776 New	35,776 $2.33 Million

Others Institutions Holding SCHG

# of Institutions

1,562

Shares Held

760M

Call Options Held

327K

Put Options Held

193K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
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Gsb Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History