Geo Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History

Geo Wealth Management, LLC

  • $2.92 Billion
  • Q4 2024

A detailed history of Geo Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Geo Wealth Management, LLC holds 9,656 shares of SCHX stock, worth $227,012. This represents 0.01% of its overall portfolio holdings.

Number of Shares
9,656
Previous 7 137842.86%
Holding current value
$227,012
Previous $0 Infinity%
% of portfolio
0.01%
Previous 0.0%

Shares

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

Feb 13, 2025
BUY
$22.4 - $68.28 $216,137 - $658,833
9,649 Added 137842.86%
9,656 $223,000
Q3 2024

Nov 12, 2024
BUY
$61.11 - $67.85 $427 - $474
7 New
7 $0
Q1 2024

May 15, 2024
SELL
$55.41 - $62.08 $804,442 - $901,277
-14,518 Closed
0 $0
Q1 2024

May 15, 2024
BUY
$55.41 - $62.08 $804,442 - $901,277
14,518 New
14,518 $900,000
Q3 2023

Nov 13, 2023
BUY
$50.36 - $54.21 $769,651 - $828,491
15,283 New
15,283 $773,000
Q4 2019

Feb 13, 2020
SELL
$34.42 - $38.54 $490,071 - $548,732
-14,238 Closed
0 $0
Q3 2019

Nov 14, 2019
BUY
$35.28 - $36.01 $502,316 - $512,710
14,238 New
14,238 $1.01 Million

Others Institutions Holding SCHX

# of Institutions
1,469
Shares Held
1.07B
Call Options Held
71.4K
Put Options Held
4.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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