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

Gsb Wealth Management, LLC

  • $352 Million
  • Q1 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 9,683 shares of SCHV stock, worth $716,154. This represents 0.21% of its overall portfolio holdings.

Number of Shares
9,683
Previous 12,578 23.02%
Holding current value
$716,154
Previous $881,000 16.57%
% of portfolio
0.21%
Previous 0.27%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$64.27 - $69.24 $146,728 - $158,074
-2,283 Reduced 2.97%
74,628 $4.93 Million
Q3 2022

Oct 18, 2022
BUY
N/A
14,706 Added 23.64%
76,911 $4.5 Million
Q2 2022

Jul 20, 2022
SELL
N/A
-9,807 Reduced 13.62%
62,205 $3.88 Million
Q1 2022

May 02, 2022
BUY
N/A
12,605 Added 21.22%
72,012 $5.14 Million
Q4 2021

Feb 11, 2022
BUY
N/A
4,356 Added 7.91%
59,407 $4.35 Million
Q3 2021

Oct 22, 2021
SELL
N/A
-1,230 Reduced 2.19%
55,051 $3.72 Million
Q2 2021

Jul 29, 2021
BUY
N/A
5,426 Added 10.67%
56,281 $3.85 Million
Q1 2021

Aug 11, 2021
BUY
N/A
50,855 New
50,855 $3.32 Million

Others Institutions Holding SCHV

# of Institutions
787
Shares Held
102M
Call Options Held
9.1K
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
Track This Portfolio

Track Gsb Wealth Management, LLC Portfolio

Follow Gsb Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Gsb Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gsb Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email