Goal Vest Advisory LLC Schwab Strategic Tr Us Large C Transaction History

Goal Vest Advisory LLC

$352 Million
Q4 2024

A detailed history of Goal Vest Advisory LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Goal Vest Advisory LLC holds 6,873 shares of SCHV stock, worth $187,014. This represents 0.05% of its overall portfolio holdings.

Number of Shares

6,873

Previous 2,291 200.0%

Holding current value

$187,014

Previous $184,000 2.72%

% of portfolio

0.05%

Previous 0.06%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$25.79 - $80.4 $118,169 - $368,392	4,582 Added 200.0%	6,873 $179,000
Q1 2024 Apr 15, 2024	BUY	$68.82 - $75.98 $157,666 - $174,070	2,291 New	2,291 $174,000
Q1 2023 Apr 03, 2023	BUY	$62.59 - $69.3 $7,010 - $7,761	112 New	112 $7,000
Q3 2022 Oct 11, 2022	SELL	$58.51 - $69.02 $89,052 - $105,048	-1,522 Reduced 97.56%	38 $2,000
Q2 2022 Jul 06, 2022	SELL	$60.93 - $72.3 $36,070 - $42,801	-592 Reduced 27.51%	1,560 $98,000
Q1 2022 May 03, 2022	SELL	$67.71 - $74.19 $11,036 - $12,092	-163 Reduced 7.04%	2,152 $154,000
Q2 2021 Sep 01, 2021	BUY	$65.81 - $69.75 $526 - $558	8 Added 0.35%	2,315 $158,000
Q1 2021 May 13, 2021	SELL	$58.71 - $65.66 $50,608 - $56,598	-862 Reduced 27.2%	2,307 $151,000
Q4 2020 Jan 28, 2021	BUY	$50.83 - $59.53 $161,080 - $188,650	3,169 New	3,169 $189,000

Others Institutions Holding SCHV

# of Institutions

848

Shares Held

141M

Call Options Held

Put Options Held

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
Sector ETFs
Industry ETFs

More about SCHV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Goal Vest Advisory LLC, based on Form 13F filings with the SEC.

News

Stay updated on Goal Vest Advisory LLC with notifications on news.

Account

Goal Vest Advisory LLC Schwab Strategic Tr Us Large C Transaction History