Gsb Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History

Gsb Wealth Management, LLC

$411 Million
Q3 2025

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 20,854 shares of SCHX stock, worth $553,465. This represents 0.13% of its overall portfolio holdings.

Number of Shares

20,854

Previous 20,147 3.51%

Holding current value

$553,465

Previous $492,000 11.59%

% of portfolio

0.13%

Previous 0.13%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	BUY	$24.46 - $26.5 $17,293 - $18,735	707 Added 3.51%	20,854 $549,000
Q2 2025 Jul 14, 2025	SELL	$19.6 - $24.44 $12,955 - $16,154	-661 Reduced 3.18%	20,147 $492,000
Q1 2025 Apr 18, 2025	SELL	$21.75 - $24.28 $21 - $24	-1 Reduced -0.0%	20,808 $456,000
Q4 2024 Jan 21, 2025	BUY	$22.4 - $68.28 $309,254 - $942,673	13,806 Added 197.14%	20,809 $482,000
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

1,634

Shares Held

1.14B

Call Options Held

64.2K

Put Options Held

12K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHX
Sector ETFs
Industry ETFs

More about SCHX

Track This Portfolio

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.

Account

Gsb Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History