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

Gsb Wealth Management, LLC

$378 Million
Q4 2024

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 20,809 shares of SCHX stock, worth $502,121. This represents 0.13% of its overall portfolio holdings.

Number of Shares

20,809

Previous 7,003 197.14%

Holding current value

$502,121

Previous $475,000 1.47%

% of portfolio

0.13%

Previous 0.12%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,363

Shares Held

448M

Call Options Held

34.3K

Put Options Held

1.2K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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