Geller Advisors LLC Schwab Strategic Tr Us Large C Transaction History

Geller Advisors LLC

  • $1.51 Billion
  • Q4 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 64,220 shares of SCHX stock, worth $1.5 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
64,220
Previous 21,628 196.93%
Holding current value
$1.5 Million
Previous $1.47 Million 1.43%
% of portfolio
0.1%
Previous 0.1%

Shares

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

Feb 14, 2025
BUY
$22.4 - $68.28 $954,060 - $2.91 Million
42,592 Added 196.93%
64,220 $1.49 Million
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
1,500
Shares Held
1.15B
Call Options Held
53.9K
Put Options Held
5.49K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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