Geometric Wealth Advisors Schwab Strategic Tr Us Large C Transaction History
Geometric Wealth Advisors
- $479 Million
- Q2 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 3,615 shares of SCHX stock, worth $243,217. This represents 0.05% of its overall portfolio holdings.
Number of Shares
3,615
Previous 3,615
-0.0%
Holding current value
$243,217
Previous $224,000
3.57%
% of portfolio
0.05%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding SCHX
# of Institutions
1,315Shares Held
447MCall Options Held
24.7KPut Options Held
3.6K-
Charles Schwab Investment Management Inc San Francisco, CA149MShares$10 Billion1.85% of portfolio
-
Creative Planning Overland Park, KS28.2MShares$1.9 Billion1.94% of portfolio
-
Us Bancorp \De\14.3MShares$963 Million1.26% of portfolio
-
Sei Investments CO Oaks, PA12.5MShares$843 Million1.17% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.6MShares$713 Million25.33% of portfolio