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
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 07, 2024

BUY
$33.2 - $35.86 $10,126 - $10,937
305 Added 3.43%
9,196 $329,000
Q4 2023

Jan 18, 2024

BUY
$30.0 - $35.05 $54,840 - $64,071
1,828 Added 25.88%
8,891 $310,000
Q2 2023

Jul 17, 2023

BUY
$32.67 - $34.58 $1,143 - $1,210
35 Added 0.5%
7,063 $238,000
Q1 2023

May 01, 2023

BUY
$31.54 - $34.93 $8,957 - $9,920
284 Added 4.21%
7,028 $236,000
Q4 2022

Jan 09, 2023

BUY
$29.55 - $32.98 $199,285 - $222,417
6,744 New
6,744 $0
Q2 2022

Jul 20, 2022

SELL
N/A
-6,155 Closed
0 $0
Q1 2022

Apr 18, 2022

BUY
N/A
6,155 New
6,155 $234,000

Others Institutions Holding SCHC

About SCHWAB STRATEGIC TR INTL SMALL


  • Ticker SCHC
  • Sector ETFs
  • Industry ETFs
More about SCHC
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