Geo Wealth Management, LLC Schwab Strategic U.S. Mid Cap Transaction History

Geo Wealth Management, LLC

  • $2.73 Billion
  • Q3 2024
Number of Shares
0
Holding current value
$0
% of portfolio
0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$75.47 - $83.18 $0 - $0
0 New
0 $0
Q1 2024

May 15, 2024
SELL
$72.89 - $81.43 $258,103 - $288,343
-3,541 Closed
0 $0
Q1 2024

May 15, 2024
BUY
$72.89 - $81.43 $258,103 - $288,343
3,541 New
3,541 $288,000
Q3 2023

Nov 13, 2023
BUY
$66.75 - $73.98 $244,505 - $270,988
3,663 New
3,663 $247,000

Others Institutions Holding SCHM

# of Institutions
950
Shares Held
108M
Call Options Held
8.1K
Put Options Held
3.6K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

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