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
Others Institutions Holding SCHQ
# of Institutions
99Shares Held
13.9MCall Options Held
0Put Options Held
0-
Total Investment Management Inc Scottsdale, AZ2.56MShares$84.6 Million11.05% of portfolio
-
Bank Of America Corp Charlotte, NC2.37MShares$78.2 Million0.01% of portfolio
-
Envestnet Asset Management Inc1.27MShares$42 Million0.01% of portfolio
-
Mirae Asset Global Investments Co., Ltd.989KShares$32.7 Million0.15% of portfolio
-
Sfmg, LLC636KShares$21 Million1.83% of portfolio