Geometric Wealth Advisors Schwab Strategic Tr Us Large C Transaction History

Geometric Wealth Advisors

  • $529 Million
  • Q4 2024

A detailed history of Geometric Wealth Advisors transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Geometric Wealth Advisors holds 16,688 shares of SCHG stock, worth $447,572. This represents 0.09% of its overall portfolio holdings.

Number of Shares
16,688
Previous 4,172 300.0%
Holding current value
$447,572
Previous $434,000 7.14%
% of portfolio
0.09%
Previous 0.08%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
BUY
$25.93 - $105.3 $324,539 - $1.32 Million
12,516 Added 300.0%
16,688 $465,000
Q1 2022

Apr 18, 2022
BUY
$65.63 - $82.62 $136,904 - $172,345
2,086 Added 100.0%
4,172 $312,000
Q4 2021

Feb 23, 2022
BUY
$73.11 - $83.4 $152,507 - $173,972
2,086 New
2,086 $342,000

Others Institutions Holding SCHG

# of Institutions
1,469
Shares Held
2.26B
Call Options Held
296K
Put Options Held
153K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHG Quotes by TradingView
  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
Track This Portfolio

Track Geometric Wealth Advisors Portfolio

Follow Geometric Wealth Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Geometric Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Geometric Wealth Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email