Geometric Wealth Advisors Schwab Strategic Tr Us Emergin Transaction History

Geometric Wealth Advisors

$561 Million
Q1 2025

A detailed history of Geometric Wealth Advisors transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Geometric Wealth Advisors holds 14,987 shares of SCHE stock, worth $462,348. This represents 0.07% of its overall portfolio holdings.

Number of Shares

14,987

Previous 14,287 4.9%

Holding current value

$462,348

Previous $380,000 8.68%

% of portfolio

0.07%

Previous 0.07%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	BUY	$25.81 - $28.52 $18,067 - $19,964	700 Added 4.9%	14,987 $413,000
Q4 2024 Feb 07, 2025	BUY	$26.63 - $30.23 $19,466 - $22,098	731 Added 5.39%	14,287 $380,000
Q3 2024 Oct 24, 2024	BUY	$25.45 - $29.53 $101 - $118	4 Added 0.03%	13,556 $395,000
Q1 2024 May 07, 2024	BUY	$23.47 - $25.45 $12,955 - $14,048	552 Added 4.25%	13,552 $342,000
Q4 2023 Jan 18, 2024	BUY	$23.04 - $24.89 $18,662 - $20,160	810 Added 6.64%	13,000 $322,000
Q2 2023 Jul 17, 2023	BUY	$23.66 - $25.54 $1,490 - $1,609	63 Added 0.52%	12,190 $300,000
Q1 2023 May 01, 2023	BUY	$23.32 - $26.39 $12,079 - $13,670	518 Added 4.46%	12,127 $297,000
Q4 2022 Jan 09, 2023	BUY	$21.59 - $24.95 $14,875 - $17,190	689 Added 6.31%	11,609 $0
Q3 2022 Oct 11, 2022	SELL	$22.4 - $25.83 $2,083 - $2,402	-93 Reduced 0.84%	10,920 $245,000
Q2 2022 Jul 20, 2022	BUY	$24.51 - $28.87 $784 - $923	32 Added 0.29%	11,013 $280,000
Q1 2022 Apr 18, 2022	BUY	$25.61 - $30.82 $281,223 - $338,434	10,981 New	10,981 $305,000

Others Institutions Holding SCHE

# of Institutions

851

Shares Held

149M

Call Options Held

30.5K

Put Options Held

300

View Full List

About SCHWAB STRATEGIC TR US EMERGIN

Ticker SCHE
Sector ETFs
Industry ETFs

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Geometric Wealth Advisors Schwab Strategic Tr Us Emergin Transaction History