Geo Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History

Geo Wealth Management, LLC

$2.33 Billion
Q1 2025

A detailed history of Geo Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Geo Wealth Management, LLC holds 519,414 shares of SCHD stock, worth $13.6 Million. This represents 0.62% of its overall portfolio holdings.

Number of Shares

519,414

Previous 93 558409.68%

Holding current value

$13.6 Million

Previous $2,000 726000.0%

% of portfolio

0.62%

Previous 0.0%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	BUY	$27.01 - $28.54 $14 Million - $14.8 Million	519,321 Added 558409.69%	519,414 $14.5 Million
Q4 2024 Feb 13, 2025	BUY	$26.93 - $84.95 $1,669 - $5,266	62 Added 200.0%	93 $2,000
Q3 2024 Nov 12, 2024	BUY	$77.02 - $85.06 $2,387 - $2,636	31 New	31 $2,000
Q4 2023 Feb 13, 2024	BUY	$66.9 - $76.32 $1.03 Million - $1.18 Million	15,432 New	15,432 $1.17 Million
Q2 2022 Aug 12, 2022	SELL	$70.31 - $80.24 $1.36 Million - $1.55 Million	-19,373 Closed	0 $0
Q1 2022 May 13, 2022	SELL	$75.14 - $81.94 $7.18 Million - $7.83 Million	-95,598 Reduced 83.15%	19,373 $1.53 Million
Q4 2021 Feb 14, 2022	SELL	$74.93 - $80.86 $30.7 Million - $33.1 Million	-409,707 Reduced 78.09%	114,971 $9.29 Million
Q3 2021 Nov 12, 2021	BUY	$74.23 - $78.13 $38.9 Million - $41 Million	524,678 New	524,678 $39 Million
Q4 2019 Feb 13, 2020	SELL	$52.87 - $58.15 $305,324 - $335,816	-5,775 Closed	0 $0
Q3 2019 Nov 14, 2019	BUY	$54.39 - $55.76 $314,102 - $322,014	5,775 New	5,775 $316,000

Others Institutions Holding SCHD

# of Institutions

1,998

Shares Held

888M

Call Options Held

4.89M

Put Options Held

2.23M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
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Geo Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History