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

Gsb Wealth Management, LLC

  • $387 Million
  • Q3 2024

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 8,141 shares of SCHV stock, worth $220,946. This represents 0.17% of its overall portfolio holdings.

Number of Shares
8,141
Previous 9,743 16.44%
Holding current value
$220,946
Previous $721,000 9.29%
% of portfolio
0.17%
Previous 0.2%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024
SELL
$73.43 - $80.37 $117,634 - $128,752
-1,602 Reduced 16.44%
8,141 $654,000
Q2 2024

Jul 18, 2024
BUY
$71.74 - $75.86 $4,304 - $4,551
60 Added 0.62%
9,743 $721,000
Q1 2024

May 02, 2024
SELL
$68.82 - $75.98 $199,233 - $219,962
-2,895 Reduced 23.02%
9,683 $735,000
Q4 2023

Feb 13, 2024
BUY
$61.16 - $70.24 $131,065 - $150,524
2,143 Added 20.54%
12,578 $881,000
Q3 2023

Nov 13, 2023
SELL
$64.45 - $69.39 $109,307 - $117,685
-1,696 Reduced 13.98%
10,435 $672,000
Q2 2023

Aug 08, 2023
SELL
$63.33 - $67.21 $4.45 Million - $4.72 Million
-70,256 Reduced 85.28%
12,131 $813,000
Q1 2023

May 18, 2023
BUY
$62.59 - $69.3 $4.47 Million - $4.95 Million
71,472 Added 654.81%
82,387 $5.4 Million
Q1 2023

May 15, 2023
SELL
$62.59 - $69.3 $3.99 Million - $4.42 Million
-63,713 Reduced 85.37%
10,915 $715,000
Q4 2022

Feb 16, 2023
SELL
$59.13 - $69.24 $134,993 - $158,074
-2,283 Reduced 2.97%
74,628 $4.93 Million
Q3 2022

Oct 18, 2022
BUY
$58.51 - $69.02 $860,448 - $1.02 Million
14,706 Added 23.64%
76,911 $4.5 Million
Q2 2022

Jul 20, 2022
SELL
$60.93 - $72.3 $597,540 - $709,046
-9,807 Reduced 13.62%
62,205 $3.88 Million
Q1 2022

May 02, 2022
BUY
$67.71 - $74.19 $853,484 - $935,164
12,605 Added 21.22%
72,012 $5.14 Million
Q4 2021

Feb 11, 2022
BUY
$67.9 - $73.3 $295,772 - $319,294
4,356 Added 7.91%
59,407 $4.35 Million
Q3 2021

Oct 22, 2021
SELL
$66.91 - $71.05 $82,299 - $87,391
-1,230 Reduced 2.19%
55,051 $3.72 Million
Q2 2021

Jul 29, 2021
BUY
$65.81 - $69.75 $357,085 - $378,463
5,426 Added 10.67%
56,281 $3.85 Million
Q1 2021

Aug 11, 2021
BUY
$58.71 - $65.66 $2.99 Million - $3.34 Million
50,855 New
50,855 $3.32 Million

Others Institutions Holding SCHV

# of Institutions
832
Shares Held
112M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHV Quotes by TradingView
  • Ticker SCHV
  • Sector ETFs
  • Industry ETFs
More about SCHV
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