Godsey & Gibb Associates Schwab Strategic Tr Us Large C Transaction History

Godsey & Gibb Associates

  • $1.04 Billion
  • Q3 2024

A detailed history of Godsey & Gibb Associates transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Godsey & Gibb Associates holds 35,190 shares of SCHX stock, worth $837,522. This represents 0.23% of its overall portfolio holdings.

Number of Shares
35,190
Previous 31,007 13.49%
Holding current value
$837,522
Previous $1.99 Million 19.83%
% of portfolio
0.23%
Previous 0.21%

Shares

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

Oct 18, 2024
BUY
$61.11 - $67.85 $255,623 - $283,816
4,183 Added 13.49%
35,190 $2.39 Million
Q2 2024

Jul 23, 2024
BUY
$58.7 - $64.78 $212,200 - $234,179
3,615 Added 13.2%
31,007 $1.99 Million
Q1 2024

Apr 23, 2024
BUY
$55.41 - $62.08 $123,785 - $138,686
2,234 Added 8.88%
27,392 $1.7 Million
Q4 2023

Jan 16, 2024
BUY
$48.47 - $56.6 $304,876 - $356,014
6,290 Added 33.34%
25,158 $1.42 Million
Q3 2023

Oct 25, 2023
BUY
$50.36 - $54.21 $61,892 - $66,624
1,229 Added 6.97%
18,868 $954,000
Q2 2023

Jul 25, 2023
BUY
$47.67 - $52.37 $74,794 - $82,168
1,569 Added 9.76%
17,639 $923,000
Q1 2023

Apr 18, 2023
BUY
$44.78 - $49.41 $719,614 - $794,018
16,070 New
16,070 $777,000
Q2 2022

Jul 25, 2022
BUY
$43.35 - $54.51 $315,284 - $396,451
7,273 New
7,273 $325,000
Q2 2021

Aug 05, 2021
SELL
$48.62 - $52.01 $300,082 - $321,005
-6,172 Closed
0 $0
Q1 2021

May 14, 2021
BUY
$44.9 - $48.34 $277,122 - $298,354
6,172 New
6,172 $593,000
Q1 2021

May 13, 2021
SELL
$44.9 - $48.34 $277,482 - $298,741
-6,180 Closed
0 $0
Q4 2020

Feb 12, 2021
SELL
$39.35 - $45.48 $50,131 - $57,941
-1,274 Reduced 17.09%
6,180 $562,000
Q3 2020

Nov 10, 2020
SELL
$37.26 - $43.03 $6,073 - $7,013
-163 Reduced 2.14%
7,454 $601,000
Q2 2020

Aug 12, 2020
BUY
$29.25 - $38.76 $24,160 - $32,015
826 Added 12.16%
7,617 $564,000
Q1 2020

May 11, 2020
SELL
$26.61 - $40.52 $19,505 - $29,701
-733 Reduced 9.74%
6,791 $416,000
Q4 2019

Feb 06, 2020
SELL
$34.42 - $38.54 $84,260 - $94,345
-2,448 Reduced 24.55%
7,524 $578,000
Q3 2019

Nov 13, 2019
BUY
$35.28 - $36.01 $65,091 - $66,438
1,845 Added 22.7%
9,972 $707,000
Q2 2019

Aug 07, 2019
SELL
N/A
-564 Reduced 6.49%
8,127 $570,000
Q1 2019

May 14, 2019
SELL
N/A
-2,783 Reduced 24.25%
8,691 $588,000
Q4 2018

Feb 13, 2019
BUY
N/A
11,474 New
11,474 $685,000
Q3 2018

Nov 13, 2018
SELL
N/A
-12,064 Closed
0 $0
Q2 2018

Aug 14, 2018
BUY
N/A
224 Added 1.89%
12,064 $784,000
Q1 2018

May 11, 2018
BUY
N/A
237 Added 2.04%
11,840 $747,000
Q4 2017

Jan 23, 2018
BUY
N/A
447 Added 4.01%
11,603 $740,000
Q3 2017

Nov 03, 2017
SELL
N/A
-345 Reduced 3.0%
11,156 $670,000
Q2 2017

Aug 11, 2017
BUY
N/A
11,501
11,501 $664,000

Others Institutions Holding SCHX

# of Institutions
1,353
Shares Held
349M
Call Options Held
34.3K
Put Options Held
1.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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