Geo Wealth Management, LLC Schwab Strategic Us Tips ETF Transaction History

Geo Wealth Management, LLC

  • $2.92 Billion
  • Q4 2024

A detailed history of Geo Wealth Management, LLC transactions in Schwab Strategic Us Tips ETF stock. As of the latest transaction made, Geo Wealth Management, LLC holds 6,244 shares of SCHP stock, worth $165,840. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,244
Previous 9,413 33.67%
Holding current value
$165,840
Previous $504,000 68.06%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Feb 13, 2025
SELL
$25.74 - $53.78 $81,570 - $170,428
-3,169 Reduced 33.67%
6,244 $161,000
Q3 2024

Nov 12, 2024
SELL
$51.58 - $53.79 $748,116 - $780,170
-14,504 Reduced 60.64%
9,413 $504,000
Q2 2024

Aug 12, 2024
SELL
$51.1 - $52.24 $1.62 Million - $1.66 Million
-31,724 Reduced 57.02%
23,917 $1.24 Million
Q1 2024

May 15, 2024
SELL
$51.32 - $52.45 $2.86 Million - $2.92 Million
-55,641 Closed
0 $0
Q1 2024

May 15, 2024
SELL
$51.32 - $52.45 $6.91 Million - $7.06 Million
-134,614 Reduced 70.75%
55,641 $2.9 Million
Q4 2023

Feb 13, 2024
BUY
$49.69 - $52.46 $7.01 Million - $7.41 Million
141,156 Added 287.49%
190,255 $9.93 Million
Q3 2023

Nov 13, 2023
SELL
$50.37 - $52.48 $117,412 - $122,330
-2,331 Reduced 4.53%
49,099 $2.48 Million
Q2 2023

Aug 10, 2023
BUY
$52.18 - $54.02 $2.68 Million - $2.78 Million
51,430 New
51,430 $2.7 Million
Q4 2022

Feb 13, 2023
SELL
$51.47 - $53.83 $16,007 - $16,741
-311 Reduced 5.45%
5,399 $280,000
Q3 2022

Nov 14, 2022
SELL
$51.8 - $57.88 $244,444 - $273,135
-4,719 Reduced 45.25%
5,710 $295,000
Q2 2022

Aug 12, 2022
SELL
$55.59 - $60.15 $40,747 - $44,089
-733 Reduced 6.57%
10,429 $582,000
Q1 2022

May 13, 2022
BUY
$59.94 - $62.99 $188,031 - $197,599
3,137 Added 39.09%
11,162 $676,000
Q4 2021

Feb 14, 2022
BUY
$62.25 - $63.89 $35,482 - $36,417
570 Added 7.65%
8,025 $505,000
Q3 2021

Nov 12, 2021
BUY
$62.25 - $63.89 $155,687 - $159,788
2,501 Added 50.48%
7,455 $467,000
Q2 2021

Aug 17, 2021
BUY
$61.03 - $62.53 $302,342 - $309,773
4,954 New
4,954 $311,000
Q2 2020

Aug 14, 2020
SELL
$57.69 - $60.12 $504,037 - $525,268
-8,737 Closed
0 $0
Q1 2020

May 13, 2020
SELL
$53.09 - $59.55 $70,609 - $79,201
-1,330 Reduced 13.21%
8,737 $503,000
Q4 2019

Feb 13, 2020
SELL
$56.32 - $57.23 $425,216 - $432,086
-7,550 Reduced 42.86%
10,067 $570,000
Q3 2019

Nov 14, 2019
BUY
$56.24 - $57.07 $990,780 - $1.01 Million
17,617 New
17,617 $1 Million

Others Institutions Holding SCHP

# of Institutions
714
Shares Held
286M
Call Options Held
110K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC US TIPS ETF

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