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

Geo Wealth Management, LLC

  • $2.92 Billion
  • Q4 2024

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 95,565 shares of SCHB stock, worth $2.19 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
95,565
Previous 5,178 1745.6%
Holding current value
$2.19 Million
Previous $344,000 530.52%
% of portfolio
0.07%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,263
Shares Held
445M
Call Options Held
365K
Put Options Held
32.6K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
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