Matthew Goff Investment Advisor, LLC Schwab Strategic Tr Us Large C Transaction History

Matthew Goff Investment Advisor, LLC

$532 Million
Q4 2024

A detailed history of Matthew Goff Investment Advisor, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Matthew Goff Investment Advisor, LLC holds 80,814 shares of SCHV stock, worth $2.13 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares

80,814

Previous 27,091 198.31%

Holding current value

$2.13 Million

Previous $2.18 Million 3.26%

% of portfolio

0.4%

Previous 0.42%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$25.79 - $80.4 $1.39 Million - $4.32 Million	53,723 Added 198.31%	80,814 $2.11 Million
Q3 2024 Oct 17, 2024	SELL	$73.43 - $80.37 $5,360 - $5,867	-73 Reduced 0.27%	27,091 $2.18 Million
Q2 2024 Jul 22, 2024	BUY	$71.74 - $75.86 $1.95 Million - $2.06 Million	27,164 New	27,164 $2.01 Million
Q2 2023 Jul 12, 2023	SELL	$63.33 - $67.21 $1,203 - $1,276	-19 Reduced 0.06%	31,779 $2.13 Million
Q1 2023 Apr 13, 2023	BUY	$62.59 - $69.3 $1.99 Million - $2.2 Million	31,798 New	31,798 $2.09 Million
Q2 2022 Jul 22, 2022	BUY	$60.93 - $72.3 $859,905 - $1.02 Million	14,113 New	14,113 $881,000

Others Institutions Holding SCHV

# of Institutions

884

Shares Held

327M

Call Options Held

Put Options Held

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
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Matthew Goff Investment Advisor, LLC Schwab Strategic Tr Us Large C Transaction History