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 $112,684. This represents 0.07% of its overall portfolio holdings.

Number of Shares
4,296
Previous 4,289 0.16%
Holding current value
$112,684
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
836
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
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