Geometric Wealth Advisors Schwab Strategic Tr Us Small C Transaction History

Geometric Wealth Advisors

$561 Million
Q1 2025

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 16,939 shares of SCHA stock, worth $409,246. This represents 0.07% of its overall portfolio holdings.

Number of Shares

16,939

Previous 16,933 0.04%

Holding current value

$409,246

Previous $437,000 9.38%

% of portfolio

0.07%

Previous 0.08%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	BUY	$23.16 - $27.04 $138 - $162	6 Added 0.04%	16,939 $396,000
Q4 2024 Feb 07, 2025	BUY	$25.33 - $51.16 $244,738 - $494,307	9,662 Added 132.88%	16,933 $437,000
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

1,257

Shares Held

245M

Call Options Held

58.5K

Put Options Held

4.8K

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About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
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Geometric Wealth Advisors Schwab Strategic Tr Us Small C Transaction History