Geo Wealth Management, LLC Schwab Strategic Tr Long Term Transaction History

Geo Wealth Management, LLC

  • $2.2 Billion
  • Q2 2024

A detailed history of Geo Wealth Management, LLC transactions in Schwab Strategic Tr Long Term stock. As of the latest transaction made, Geo Wealth Management, LLC holds 593 shares of SCHQ stock, worth $19,586. This represents 0.0% of its overall portfolio holdings.

Number of Shares
593
Previous 3,395 82.53%
Holding current value
$19,586
Previous $114,000 83.33%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024
SELL
$31.45 - $33.71 $88,122 - $94,455
-2,802 Reduced 82.53%
593 $19,000
Q1 2024

May 15, 2024
SELL
$32.9 - $35.0 $111,695 - $118,825
-3,395 Closed
0 $0
Q1 2024

May 15, 2024
SELL
$32.9 - $35.0 $2,895 - $3,080
-88 Reduced 2.53%
3,395 $114,000
Q4 2023

Feb 13, 2024
BUY
$29.71 - $35.56 $103,479 - $123,855
3,483 New
3,483 $122,000

Others Institutions Holding SCHQ

# of Institutions
99
Shares Held
13.9M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR LONG-TERM

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