Geometric Wealth Advisors Schwab Strategic Tr Intl Small Transaction History
Geometric Wealth Advisors
- $417 Million
- Q1 2024
A detailed history of Geometric Wealth Advisors transactions in Schwab Strategic Tr Intl Small stock. As of the latest transaction made, Geometric Wealth Advisors holds 9,196 shares of SCHC stock, worth $332,159. This represents 0.08% of its overall portfolio holdings.
Number of Shares
9,196
Previous 8,891
3.43%
Holding current value
$332,159
Previous $310,000
6.13%
% of portfolio
0.08%
Previous 0.08%
Shares
7 transactions
Others Institutions Holding SCHC
# of Institutions
406Shares Held
88.1MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA39.2MShares$1.42 Billion1.93% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA4.42MShares$160 Million0.11% of portfolio
-
Savant Capital, LLC3.64MShares$131 Million1.51% of portfolio
-
Tiaa Trust, National Association Charlotte, NC2.27MShares$82.1 Million0.25% of portfolio
-
Envestnet Asset Management Inc1.82MShares$65.9 Million0.02% of portfolio