Geometric Wealth Advisors Schwab Strategic Tr Intl Small Transaction History

Geometric Wealth Advisors

$529 Million
Q4 2024

A detailed history of Geometric Wealth Advisors transactions in Schwab Strategic Tr Intl Small stock. As of the latest transaction made, Geometric Wealth Advisors holds 9,666 shares of SCHC stock, worth $349,522. This represents 0.06% of its overall portfolio holdings.

Number of Shares

9,666

Previous 9,202 5.04%

Holding current value

$349,522

Previous $354,000 6.5%

% of portfolio

0.06%

Previous 0.07%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$33.93 - $38.37 $15,743 - $17,803	464 Added 5.04%	9,666 $331,000
Q3 2024 Oct 24, 2024	BUY	$34.48 - $38.87 $206 - $233	6 Added 0.07%	9,202 $354,000
Q1 2024 May 07, 2024	BUY	$33.2 - $35.86 $10,126 - $10,937	305 Added 3.43%	9,196 $329,000
Q4 2023 Jan 18, 2024	BUY	$30.0 - $35.05 $54,840 - $64,071	1,828 Added 25.88%	8,891 $310,000
Q2 2023 Jul 17, 2023	BUY	$32.67 - $34.58 $1,143 - $1,210	35 Added 0.5%	7,063 $238,000
Q1 2023 May 01, 2023	BUY	$31.54 - $34.93 $8,957 - $9,920	284 Added 4.21%	7,028 $236,000
Q4 2022 Jan 09, 2023	BUY	$27.31 - $32.98 $184,178 - $222,417	6,744 New	6,744 $0
Q2 2022 Jul 20, 2022	SELL	$31.0 - $38.49 $190,805 - $236,905	-6,155 Closed	0 $0
Q1 2022 Apr 18, 2022	BUY	$34.89 - $41.24 $214,747 - $253,832	6,155 New	6,155 $234,000

Others Institutions Holding SCHC

# of Institutions

455

Shares Held

46.8M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR INTL SMALL

Ticker SCHC
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Geometric Wealth Advisors Schwab Strategic Tr Intl Small Transaction History