Geo Wealth Management, LLC Schwab Strategic Tr Us Emergin 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 Emergin stock. As of the latest transaction made, Geo Wealth Management, LLC holds 628 shares of SCHE stock, worth $17,609. This represents 0.0% of its overall portfolio holdings.

Number of Shares
628
Previous 613 2.45%
Holding current value
$17,609
Previous $17,000 5.88%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Feb 13, 2025
BUY
$26.63 - $30.23 $399 - $453
15 Added 2.45%
628 $16,000
Q3 2024

Nov 12, 2024
BUY
$25.45 - $29.53 $15,600 - $18,101
613 New
613 $17,000
Q2 2023

Aug 10, 2023
BUY
$23.66 - $25.54 $36,649 - $39,561
1,549 Added 10.35%
16,519 $406,000
Q1 2023

May 12, 2023
BUY
$23.32 - $26.39 $46,663 - $52,806
2,001 Added 15.43%
14,970 $367,000
Q4 2022

Feb 13, 2023
BUY
$21.59 - $24.95 $4,728 - $5,464
219 Added 1.72%
12,969 $307,000
Q3 2022

Nov 14, 2022
SELL
$22.4 - $25.83 $56,828 - $65,530
-2,537 Reduced 16.6%
12,750 $287,000
Q2 2022

Aug 12, 2022
BUY
$24.51 - $28.87 $3,946 - $4,648
161 Added 1.06%
15,287 $387,000
Q1 2022

May 13, 2022
BUY
$25.61 - $30.82 $41,436 - $49,866
1,618 Added 11.98%
15,126 $422,000
Q4 2021

Feb 14, 2022
BUY
$28.68 - $31.96 $96,651 - $107,705
3,370 Added 33.24%
13,508 $402,000
Q3 2021

Nov 12, 2021
BUY
$29.81 - $32.7 $94,408 - $103,560
3,167 Added 45.43%
10,138 $310,000
Q2 2021

Aug 17, 2021
BUY
$31.06 - $33.61 $32,271 - $34,920
1,039 Added 17.52%
6,971 $228,000
Q1 2021

May 13, 2021
BUY
$30.78 - $34.63 $182,586 - $205,425
5,932 New
5,932 $189,000

Others Institutions Holding SCHE

# of Institutions
826
Shares Held
143M
Call Options Held
24.2K
Put Options Held
300
View Full List

About SCHWAB STRATEGIC TR US EMERGIN

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