Geometric Wealth Advisors Schwab Strategic Tr Us Broad M Transaction History

Geometric Wealth Advisors

$561 Million
Q1 2025

A detailed history of Geometric Wealth Advisors transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Geometric Wealth Advisors holds 89,289 shares of SCHB stock, worth $2.03 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares

89,289

Previous 88,718 0.64%

Holding current value

$2.03 Million

Previous $2.01 Million 4.52%

% of portfolio

0.34%

Previous 0.38%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	BUY	$21.23 - $23.75 $12,122 - $13,561	571 Added 0.64%	89,289 $1.92 Million
Q4 2024 Feb 07, 2025	BUY	$22.01 - $66.82 $1.32 Million - $4.01 Million	60,009 Added 209.03%	88,718 $2.01 Million
Q3 2024 Oct 24, 2024	SELL	$59.93 - $66.52 $76,290 - $84,679	-1,273 Reduced 4.25%	28,709 $1.91 Million
Q2 2024 Aug 13, 2024	BUY	$57.57 - $63.3 $90,960 - $100,014	1,580 Added 5.56%	29,982 $1.88 Million
Q1 2024 May 07, 2024	BUY	$54.61 - $61.05 $15,836 - $17,704	290 Added 1.03%	28,402 $1.73 Million
Q4 2023 Jan 18, 2024	BUY	$47.61 - $55.91 $12,188 - $14,312	256 Added 0.92%	28,112 $1.56 Million
Q3 2023 Oct 12, 2023	BUY	$49.59 - $53.57 $24,001 - $25,927	484 Added 1.77%	27,856 $1.39 Million
Q2 2023 Jul 17, 2023	BUY	$47.08 - $51.7 $4,613 - $5,066	98 Added 0.36%	27,372 $1.42 Million
Q1 2023 May 01, 2023	BUY	$44.47 - $49.23 $43,224 - $47,851	972 Added 3.7%	27,274 $1.31 Million
Q4 2022 Jan 09, 2023	SELL	$41.94 - $47.81 $42,820 - $48,814	-1,021 Reduced 3.74%	26,302 $0
Q3 2022 Oct 11, 2022	SELL	$41.99 - $50.63 $8,062 - $9,720	-192 Reduced 0.7%	27,323 $1.15 Million
Q2 2022 Jul 20, 2022	BUY	$42.93 - $53.98 $3,906 - $4,912	91 Added 0.33%	27,515 $1.22 Million
Q1 2022 Apr 18, 2022	BUY	$49.15 - $56.85 $1.25 Million - $1.44 Million	25,334 Added 1212.15%	27,424 $1.46 Million
Q4 2021 Feb 23, 2022	BUY	$51.87 - $56.86 $108,408 - $118,837	2,090 New	2,090 $236,000

Others Institutions Holding SCHB

# of Institutions

1,295

Shares Held

488M

Call Options Held

350K

Put Options Held

28.3K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

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Geometric Wealth Advisors Schwab Strategic Tr Us Broad M Transaction History