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 4,296 shares of SCHV stock, worth $116,980. This represents 0.07% of its overall portfolio holdings.

Number of Shares
4,296
Previous 4,289 0.16%
Holding current value
$116,980
Previous $317,000 8.83%
% of portfolio
0.07%
Previous 0.07%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024
BUY
$73.43 - $80.37 $514 - $562
7 Added 0.16%
4,296 $345,000
Q2 2024

Aug 13, 2024
BUY
$71.74 - $75.86 $1,434 - $1,517
20 Added 0.47%
4,289 $317,000
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
$59.13 - $69.24 $13,895 - $16,271
-235 Reduced 6.18%
3,570 $0
Q3 2022

Oct 11, 2022
SELL
$58.51 - $69.02 $7,547 - $8,903
-129 Reduced 3.28%
3,805 $223,000
Q2 2022

Jul 20, 2022
BUY
$60.93 - $72.3 $1,340 - $1,590
22 Added 0.56%
3,934 $246,000
Q1 2022

Apr 18, 2022
BUY
$67.71 - $74.19 $264,881 - $290,231
3,912 New
3,912 $279,000

Others Institutions Holding SCHV

# of Institutions
831
Shares Held
112M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHV Quotes by TradingView
  • Ticker SCHV
  • Sector ETFs
  • Industry ETFs
More about SCHV
Track This Portfolio

Track Geometric Wealth Advisors Portfolio

Follow Geometric Wealth Advisors and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email