Geometric Wealth Advisors Schwab Strategic Tr Us Broad M Transaction History

Geometric Wealth Advisors

$417 Million
Q1 2024

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 28,402 shares of SCHB stock, worth $1.81 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares

28,402

Previous 28,112 1.03%

Holding current value

$1.81 Million

Previous $1.56 Million 10.81%

% of portfolio

0.42%

Previous 0.42%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$43.88 - $47.81 $44,801 - $48,814	-1,021 Reduced 3.74%	26,302 $0
Q3 2022 Oct 11, 2022	SELL	N/A	-192 Reduced 0.7%	27,323 $1.15 Million
Q2 2022 Jul 20, 2022	BUY	N/A	91 Added 0.33%	27,515 $1.22 Million
Q1 2022 Apr 18, 2022	BUY	N/A	25,334 Added 1212.15%	27,424 $1.46 Million
Q4 2021 Feb 23, 2022	BUY	N/A	2,090 New	2,090 $236,000

Others Institutions Holding SCHB

# of Institutions

1,123

Shares Held

160M

Call Options Held

230K

Put Options Held

29.7K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

Ticker SCHB
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Geometric Wealth Advisors Schwab Strategic Tr Us Broad M Transaction History