Goldstein Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Goldstein Advisors, LLC

  • $689 Billion
  • Q4 2024

A detailed history of Goldstein Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Goldstein Advisors, LLC holds 16,115 shares of SCHV stock, worth $440,584. This represents 0.06% of its overall portfolio holdings.

Number of Shares
16,115
Previous 5,800 177.84%
Holding current value
$440,584
Previous $466 Million 9.87%
% of portfolio
0.06%
Previous 0.07%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025
BUY
$25.79 - $80.4 $266,023 - $829,326
10,315 Added 177.84%
16,115 $420 Million
Q1 2024

May 13, 2024
BUY
$68.82 - $75.98 $28,078 - $30,999
408 Added 7.57%
5,800 $441 Million
Q4 2022

Feb 03, 2023
BUY
$59.13 - $69.24 $318,828 - $373,342
5,392 New
5,392 $356 Million

Others Institutions Holding SCHV

# of Institutions
884
Shares Held
322M
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
Track This Portfolio

Track Goldstein Advisors, LLC Portfolio

Follow Goldstein Advisors, 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 Goldstein Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Goldstein Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email