Geometric Wealth Advisors Schwab Strategic Tr Us Large C Transaction History

Geometric Wealth Advisors

  • $518 Million
  • Q3 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 $118,109. This represents 0.08% of its overall portfolio holdings.

Number of Shares
4,172
Previous 4,172 -0.0%
Holding current value
$118,109
Previous $420,000 3.33%
% of portfolio
0.08%
Previous 0.09%

Shares

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

Apr 18, 2022
BUY
$65.63 - $82.62 $136,904 - $172,345
2,086 Added 100.0%
4,172 $312,000
Q4 2021

Feb 23, 2022
BUY
$73.11 - $83.4 $152,507 - $173,972
2,086 New
2,086 $342,000

Others Institutions Holding SCHG

# of Institutions
1,314
Shares Held
181M
Call Options Held
140K
Put Options Held
91.5K
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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