Geo Wealth Management, LLC Schwab Strategic Tr Us Broad M Transaction History

Geo Wealth Management, LLC

$2.4 Billion
Q2 2025

A detailed history of Geo Wealth Management, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Geo Wealth Management, LLC holds 99,655 shares of SCHB stock, worth $2.56 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

99,655

Previous 86,140 15.69%

Holding current value

$2.56 Million

Previous $1.85 Million 28.05%

% of portfolio

0.1%

Previous 0.08%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$19.1 - $23.83 $258,136 - $322,062	13,515 Added 15.69%	99,655 $2.37 Million
Q1 2025 May 09, 2025	SELL	$21.23 - $23.75 $200,092 - $223,843	-9,425 Reduced 9.86%	86,140 $1.85 Million
Q4 2024 Feb 13, 2025	BUY	$22.01 - $66.82 $1.99 Million - $6.04 Million	90,387 Added 1745.6%	95,565 $2.17 Million
Q3 2024 Nov 12, 2024	BUY	$59.93 - $66.52 $310,317 - $344,440	5,178 New	5,178 $344,000
Q1 2024 May 15, 2024	SELL	$54.61 - $61.05 $860,544 - $962,025	-15,758 Reduced 98.72%	204 $12,000
Q1 2024 May 15, 2024	BUY	$54.61 - $61.05 $533,102 - $595,970	9,762 Added 157.45%	15,962 $974,000
Q4 2023 Feb 13, 2024	BUY	$47.61 - $55.91 $295,182 - $346,642	6,200 New	6,200 $345,000

Others Institutions Holding SCHB

# of Institutions

1,348

Shares Held

565M

Call Options Held

500K

Put Options Held

12.1K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

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Geo Wealth Management, LLC Schwab Strategic Tr Us Broad M Transaction History