Geo Wealth Management, LLC Schwab Strategic Tr Us Dividen 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 Dividen stock. As of the latest transaction made, Geo Wealth Management, LLC holds 3 shares of SCHD stock, worth $79. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 519,414 100.0%

Holding current value

$79

Previous $14.5 Million 100.0%

% of portfolio

0.0%

Previous 0.62%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	SELL	$24.32 - $27.87 $12.6 Million - $14.5 Million	-519,411 Reduced 100.0%	3 $0
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

2,034

Shares Held

840M

Call Options Held

4.51M

Put Options Held

2.75M

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