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 3,634 shares of SCHX stock, worth $84,163. This represents 0.05% of its overall portfolio holdings.

Number of Shares
3,634
Previous 3,615 0.53%
Holding current value
$84,163
Previous $232,000 6.03%
% of portfolio
0.05%
Previous 0.05%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,353
Shares Held
349M
Call Options Held
34.3K
Put Options Held
1.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHX Quotes by TradingView
  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
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