Geometric Wealth Advisors Schwab Strategic Tr Us Large C Transaction History

Geometric Wealth Advisors

  • $614 Million
  • Q2 2025

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 17,746 shares of SCHX stock, worth $464,235. This represents 0.07% of its overall portfolio holdings.

Number of Shares
17,746
Previous 17,746 -0.0%
Holding current value
$464,235
Previous $391,000 10.74%
% of portfolio
0.07%
Previous 0.07%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 09, 2025
SELL
$21.75 - $24.28 $1,218 - $1,359
-56 Reduced 0.31%
17,746 $391,000
Q4 2024

Feb 07, 2025
BUY
$22.4 - $68.28 $317,363 - $967,391
14,168 Added 389.87%
17,802 $412,000
Q3 2024

Oct 24, 2024
BUY
$61.11 - $67.85 $1,161 - $1,289
19 Added 0.53%
3,634 $246,000
Q1 2024

May 07, 2024
BUY
$55.41 - $62.08 $554 - $620
10 Added 0.28%
3,615 $224,000
Q4 2023

Jan 18, 2024
BUY
$48.47 - $56.6 $174,734 - $204,043
3,605 New
3,605 $203,000

Others Institutions Holding SCHX

# of Institutions
1,569
Shares Held
1.13B
Call Options Held
68.6K
Put Options Held
200
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHX Quotes by TradingView
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