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 7,003 shares of SCHX stock, worth $163,870. This represents 0.12% of its overall portfolio holdings.

Number of Shares
7,003
Previous 8,583 18.41%
Holding current value
$163,870
Previous $551,000 13.79%
% of portfolio
0.12%
Previous 0.15%

Shares

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

Oct 25, 2024
SELL
$61.11 - $67.85 $96,553 - $107,202
-1,580 Reduced 18.41%
7,003 $475,000
Q2 2024

Jul 18, 2024
BUY
$58.7 - $64.78 $4,285 - $4,728
73 Added 0.86%
8,583 $551,000
Q1 2024

May 02, 2024
SELL
$55.41 - $62.08 $6,261 - $7,015
-113 Reduced 1.31%
8,510 $528,000
Q4 2023

Feb 13, 2024
BUY
$48.47 - $56.6 $114,195 - $133,349
2,356 Added 37.59%
8,623 $486,000
Q3 2023

Nov 13, 2023
SELL
$50.36 - $54.21 $112,907 - $121,538
-2,242 Reduced 26.35%
6,267 $317,000
Q2 2023

Aug 08, 2023
SELL
$47.67 - $52.37 $4.96 Million - $5.45 Million
-104,106 Reduced 92.44%
8,509 $445,000
Q1 2023

May 18, 2023
BUY
$44.78 - $49.41 $4.77 Million - $5.26 Million
106,555 Added 1758.33%
112,615 $5.45 Million
Q1 2023

May 15, 2023
SELL
$44.78 - $49.41 $4.7 Million - $5.18 Million
-104,935 Reduced 94.54%
6,060 $293,000
Q4 2022

Feb 16, 2023
BUY
$42.25 - $48.16 $206,644 - $235,550
4,891 Added 4.61%
110,995 $5.01 Million
Q3 2022

Oct 18, 2022
BUY
$42.35 - $51.01 $747,604 - $900,479
17,653 Added 19.96%
106,104 $4.49 Million
Q2 2022

Jul 20, 2022
SELL
$43.35 - $54.51 $235,824 - $296,534
-5,440 Reduced 5.79%
88,451 $3.95 Million
Q1 2022

May 02, 2022
BUY
$49.51 - $57.27 $4.02 Million - $4.65 Million
81,235 Added 641.87%
93,891 $5.06 Million
Q4 2021

Feb 11, 2022
BUY
$51.9 - $57.29 $17,853 - $19,707
344 Added 2.79%
12,656 $1.44 Million
Q3 2021

Oct 22, 2021
SELL
$51.52 - $54.94 $1,494 - $1,593
-29 Reduced 0.23%
12,312 $1.28 Million
Q2 2021

Jul 29, 2021
BUY
$48.62 - $52.01 $76,479 - $81,811
1,573 Added 14.61%
12,341 $1.28 Million
Q1 2021

Aug 11, 2021
BUY
$44.9 - $48.34 $483,483 - $520,525
10,768 New
10,768 $1.03 Million

Others Institutions Holding SCHX

# of Institutions
1,351
Shares Held
348M
Call Options Held
34.3K
Put Options Held
1.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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