Geometric Wealth Advisors Schwab Strategic Tr Us Small C Transaction History

Geometric Wealth Advisors

  • $518 Million
  • Q3 2024

A detailed history of Geometric Wealth Advisors transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Geometric Wealth Advisors holds 7,271 shares of SCHA stock, worth $204,460. This represents 0.07% of its overall portfolio holdings.

Number of Shares
7,271
Previous 6,469 12.4%
Holding current value
$204,460
Previous $306,000 22.22%
% of portfolio
0.07%
Previous 0.06%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024
BUY
$46.9 - $51.96 $37,613 - $41,671
802 Added 12.4%
7,271 $374,000
Q2 2024

Aug 13, 2024
BUY
$45.24 - $49.04 $2,081 - $2,255
46 Added 0.72%
6,469 $306,000
Q1 2024

May 07, 2024
BUY
$44.84 - $49.24 $8,385 - $9,207
187 Added 3.0%
6,423 $316,000
Q4 2023

Jan 18, 2024
BUY
$38.13 - $48.02 $6,405 - $8,067
168 Added 2.77%
6,236 $294,000
Q3 2023

Oct 12, 2023
BUY
$40.85 - $46.1 $857 - $968
21 Added 0.35%
6,068 $251,000
Q2 2023

Jul 17, 2023
BUY
$39.91 - $43.82 $758 - $832
19 Added 0.32%
6,047 $264,000
Q1 2023

May 01, 2023
BUY
$39.82 - $46.36 $12,702 - $14,788
319 Added 5.59%
6,028 $252,000
Q4 2022

Jan 09, 2023
SELL
$38.25 - $43.54 $13,081 - $14,890
-342 Reduced 5.65%
5,709 $0
Q3 2022

Oct 11, 2022
BUY
$37.65 - $45.9 $2,710 - $3,304
72 Added 1.2%
6,051 $229,000
Q2 2022

Jul 20, 2022
BUY
$37.88 - $48.01 $757 - $960
20 Added 0.34%
5,979 $233,000
Q1 2022

Apr 18, 2022
BUY
$44.42 - $51.73 $264,698 - $308,259
5,959 New
5,959 $282,000

Others Institutions Holding SCHA

# of Institutions
1,146
Shares Held
147M
Call Options Held
55.6K
Put Options Held
7.8K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

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