Geller Advisors LLC Schwab Strategic Tr Us Large C Transaction History

Geller Advisors LLC

$1.44 Billion
Q3 2024

A detailed history of Geller Advisors LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Geller Advisors LLC holds 21,628 shares of SCHX stock, worth $506,095. This represents 0.1% of its overall portfolio holdings.

Number of Shares

21,628

Previous 22,972 5.85%

Holding current value

$506,095

Previous $1.48 Million 0.54%

% of portfolio

0.1%

Previous 0.11%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 15, 2024	SELL	$61.11 - $67.85 $82,131 - $91,190	-1,344 Reduced 5.85%	21,628 $1.47 Million
Q2 2024 Aug 13, 2024	SELL	$58.7 - $64.78 $24,536 - $27,078	-418 Reduced 1.79%	22,972 $1.48 Million
Q1 2024 May 14, 2024	BUY	$55.41 - $62.08 $3,047 - $3,414	55 Added 0.24%	23,390 $1.45 Million
Q2 2023 Aug 09, 2023	BUY	$47.67 - $52.37 $777,259 - $853,892	16,305 Added 231.93%	23,335 $1.22 Million
Q3 2022 Nov 10, 2022	BUY	$42.35 - $51.01 $49,973 - $60,191	1,180 Added 20.17%	7,030 $298,000
Q1 2022 May 13, 2022	BUY	$49.51 - $57.27 $144,816 - $167,514	2,925 Added 100.0%	5,850 $315,000
Q4 2021 Feb 11, 2022	BUY	$51.9 - $57.29 $151,807 - $167,573	2,925 New	2,925 $333,000
Q3 2021 Nov 15, 2021	SELL	$51.52 - $54.94 $455,024 - $485,230	-8,832 Closed	0 $0
Q2 2021 Aug 09, 2021	BUY	$48.62 - $52.01 $1,312 - $1,404	27 Added 0.31%	8,832 $918,000
Q1 2021 May 10, 2021	BUY	$44.9 - $48.34 $2,783 - $2,997	62 Added 0.71%	8,805 $846,000
Q4 2020 Feb 16, 2021	BUY	$39.35 - $45.48 $39 - $45	1 Added 0.01%	8,743 $798,000
Q3 2020 Nov 13, 2020	BUY	$37.26 - $43.03 $1,937 - $2,237	52 Added 0.6%	8,742 $705,000
Q2 2020 Aug 14, 2020	BUY	$29.25 - $38.76 $254,182 - $336,824	8,690 New	8,690 $644,000

Others Institutions Holding SCHX

# of Institutions

1,353

Shares Held

349M

Call Options Held

34.3K

Put Options Held

1.2K

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About SCHWAB STRATEGIC TR US LARGE-C

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Geller Advisors LLC Schwab Strategic Tr Us Large C Transaction History