Geometric Wealth Advisors Schwab Strategic Tr Intl Eqty Transaction History

Geometric Wealth Advisors

$417 Million
Q1 2024

A detailed history of Geometric Wealth Advisors transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Geometric Wealth Advisors holds 22,430 shares of SCHF stock, worth $874,770. This represents 0.21% of its overall portfolio holdings.

Number of Shares

22,430

Previous 21,569 3.99%

Holding current value

$874,770

Previous $797,000 9.79%

% of portfolio

0.21%

Previous 0.21%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 07, 2024	BUY	$35.71 - $39.11 $30,746 - $33,673	861 Added 3.99%	22,430 $875,000
Q4 2023 Jan 18, 2024	BUY	$32.37 - $37.01 $33,146 - $37,898	1,024 Added 4.98%	21,569 $797,000
Q3 2023 Oct 12, 2023	BUY	$33.82 - $36.71 $29,051 - $31,533	859 Added 4.36%	20,545 $697,000
Q2 2023 Jul 17, 2023	BUY	$34.48 - $36.54 $23,687 - $25,102	687 Added 3.62%	19,686 $701,000
Q1 2023 May 01, 2023	BUY	$32.42 - $35.44 $23,990 - $26,225	740 Added 4.05%	18,999 $661,000

Q4 2022 Jan 09, 2023	BUY	$29.98 - $33.87 $17,388 - $19,644	580 Added 3.28%	18,259 $0
Q3 2022 Oct 11, 2022	BUY	N/A	283 Added 1.63%	17,679 $497,000
Q2 2022 Jul 20, 2022	SELL	N/A	-6,280 Reduced 26.52%	17,396 $547,000
Q1 2022 Apr 18, 2022	BUY	N/A	23,676 New	23,676 $869,000

Others Institutions Holding SCHF

# of Institutions

1,165

Shares Held

821M

Call Options Held

55.1K

Put Options Held

13.3K

View Full List

About SCHWAB STRATEGIC TR INTL EQTY

Ticker SCHF
Sector ETFs
Industry ETFs

More about SCHF

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 Intl Eqty Transaction History