Geometric Wealth Advisors Schwab Strategic Tr Us Large C Transaction History

Geometric Wealth Advisors

  • $417 Million
  • Q1 2024

A detailed history of Geometric Wealth Advisors transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Geometric Wealth Advisors holds 4,172 shares of SCHG stock, worth $430,675. This represents 0.09% of its overall portfolio holdings.

Number of Shares
4,172
Previous 4,172 -0.0%
Holding current value
$430,675
Previous $346,000 11.56%
% of portfolio
0.09%
Previous 0.09%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2022

Apr 18, 2022
BUY
N/A
2,086 Added 100.0%
4,172 $312,000
Q4 2021

Feb 23, 2022
BUY
N/A
2,086 New
2,086 $342,000

Others Institutions Holding SCHG

# of Institutions
1,186
Shares Held
165M
Call Options Held
148K
Put Options Held
24.3K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHG Quotes by TradingView
  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
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