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

Geo Wealth Management, LLC

$2.92 Billion
Q4 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 1,662 shares of SCHQ stock, worth $54,530. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,662

Previous 3,521 52.8%

Holding current value

$54,530

Previous $123,000 57.72%

% of portfolio

0.0%

Previous 0.0%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$31.33 - $35.13 $58,242 - $65,306	-1,859 Reduced 52.8%	1,662 $52,000
Q3 2024 Nov 12, 2024	BUY	$32.17 - $35.98 $94,193 - $105,349	2,928 Added 493.76%	3,521 $123,000
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

106

Shares Held

11.5M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR LONG-TERM

Ticker SCHQ
Sector ETFs
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Geo Wealth Management, LLC Schwab Strategic Tr Long Term Transaction History