Geo Wealth Management, LLC Schwab Strategic Tr Us Broad M Transaction History

Geo Wealth Management, LLC

$2.58 Billion
Q3 2025

A detailed history of Geo Wealth Management, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Geo Wealth Management, LLC holds 100,043 shares of SCHB stock, worth $2.58 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

100,043

Previous 99,655 0.39%

Holding current value

$2.58 Million

Previous $2.37 Million 8.34%

% of portfolio

0.1%

Previous 0.1%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	BUY	$23.82 - $25.84 $9,242 - $10,025	388 Added 0.39%	100,043 $2.57 Million
Q2 2025 Aug 13, 2025	BUY	$19.1 - $23.83 $258,136 - $322,062	13,515 Added 15.69%	99,655 $2.37 Million
Q1 2025 May 09, 2025	SELL	$21.23 - $23.75 $200,092 - $223,843	-9,425 Reduced 9.86%	86,140 $1.85 Million
Q4 2024 Feb 13, 2025	BUY	$22.01 - $66.82 $1.99 Million - $6.04 Million	90,387 Added 1745.6%	95,565 $2.17 Million
Q3 2024 Nov 12, 2024	BUY	$59.93 - $66.52 $310,317 - $344,440	5,178 New	5,178 $344,000

Q1 2024 May 15, 2024	SELL	$54.61 - $61.05 $860,544 - $962,025	-15,758 Reduced 98.72%	204 $12,000
Q1 2024 May 15, 2024	BUY	$54.61 - $61.05 $533,102 - $595,970	9,762 Added 157.45%	15,962 $974,000
Q4 2023 Feb 13, 2024	BUY	$47.61 - $55.91 $295,182 - $346,642	6,200 New	6,200 $345,000

Others Institutions Holding SCHB

# of Institutions

1,376

Shares Held

499M

Call Options Held

299K

Put Options Held

22.8K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

Ticker SCHB
Sector ETFs
Industry ETFs

More about SCHB

Track This Portfolio

Portfolio Update

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

News

Stay updated on Geo Wealth Management, LLC with notifications on news.

Account

Geo Wealth Management, LLC Schwab Strategic Tr Us Broad M Transaction History