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 4,269 shares of SCHV stock, worth $315,906. This represents 0.08% of its overall portfolio holdings.

Number of Shares

4,269

Previous 4,096 4.22%

Holding current value

$315,906

Previous $287,000 12.89%

% of portfolio

0.08%

Previous 0.08%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 07, 2024	BUY	$68.82 - $75.98 $11,905 - $13,144	173 Added 4.22%	4,269 $324,000
Q4 2023 Jan 18, 2024	BUY	$61.16 - $70.24 $6,972 - $8,007	114 Added 2.86%	4,096 $287,000
Q3 2023 Oct 12, 2023	BUY	$64.45 - $69.39 $12,116 - $13,045	188 Added 4.96%	3,982 $256,000
Q2 2023 Jul 17, 2023	BUY	$63.33 - $67.21 $506 - $537	8 Added 0.21%	3,794 $254,000
Q1 2023 May 01, 2023	BUY	$62.59 - $69.3 $13,519 - $14,968	216 Added 6.05%	3,786 $248,000

Q4 2022 Jan 09, 2023	SELL	$64.27 - $69.24 $15,103 - $16,271	-235 Reduced 6.18%	3,570 $0
Q3 2022 Oct 11, 2022	SELL	N/A	-129 Reduced 3.28%	3,805 $223,000
Q2 2022 Jul 20, 2022	BUY	N/A	22 Added 0.56%	3,934 $246,000
Q1 2022 Apr 18, 2022	BUY	N/A	3,912 New	3,912 $279,000

Others Institutions Holding SCHV

# of Institutions

787

Shares Held

102M

Call Options Held

9.1K

Put Options Held

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
Sector ETFs
Industry ETFs

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Geometric Wealth Advisors Schwab Strategic Tr Us Large C Transaction History