Geometric Wealth Advisors Schwab Strategic Tr Us Broad M Transaction History

Geometric Wealth Advisors

$614 Million
Q2 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 89,666 shares of SCHB stock, worth $2.31 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares

89,666

Previous 89,289 0.42%

Holding current value

$2.31 Million

Previous $1.92 Million 11.13%

% of portfolio

0.35%

Previous 0.34%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 06, 2025	BUY	$19.1 - $23.83 $7,200 - $8,983	377 Added 0.42%	89,666 $2.14 Million
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

1,347

Shares Held

564M

Call Options Held

500K

Put Options Held

12.1K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

Ticker SCHB
Sector ETFs
Industry ETFs

More about SCHB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Geometric Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Geometric Wealth Advisors with notifications on news.

Account

Geometric Wealth Advisors Schwab Strategic Tr Us Broad M Transaction History