Geo Wealth Management, LLC Schwab Strategic U.S. Reit ETF Transaction History

Geo Wealth Management, LLC

$2.92 Billion
Q4 2024

A detailed history of Geo Wealth Management, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Geo Wealth Management, LLC holds 318 shares of SCHH stock, worth $6,773. This represents 0.0% of its overall portfolio holdings.

Number of Shares

318

Previous 315 0.95%

Holding current value

$6,773

Previous $7,000 14.29%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$20.55 - $23.26 $61 - $69	3 Added 0.95%	318 $6,000
Q3 2024 Nov 12, 2024	BUY	$19.78 - $23.53 $6,230 - $7,411	315 New	315 $7,000
Q1 2022 May 13, 2022	BUY	$22.75 - $26.16 $887 - $1,020	39 Added 100.0%	78 $2,000
Q1 2021 May 13, 2021	BUY	$18.25 - $20.79 $711 - $810	39 New	39 $2,000
Q2 2020 Aug 14, 2020	SELL	$14.77 - $20.35 $441,918 - $608,872	-29,920 Closed	0 $0
Q1 2020 May 13, 2020	BUY	$13.54 - $24.27 $27,350 - $49,025	2,020 Added 7.24%	29,920 $979,000
Q4 2019 Feb 13, 2020	SELL	$22.24 - $24.07 $1.78 Million - $1.93 Million	-79,976 Reduced 74.14%	27,900 $1.28 Million
Q3 2019 Nov 14, 2019	BUY	$23.18 - $23.61 $2.5 Million - $2.55 Million	107,876 New	107,876 $5.09 Million

Others Institutions Holding SCHH

# of Institutions

559

Shares Held

178M

Call Options Held

20.1K

Put Options Held

81.7K

View Full List

About SCHWAB STRATEGIC U.S. REIT ETF

Ticker SCHH
Sector ETFs
Industry ETFs

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Geo Wealth Management, LLC Schwab Strategic U.S. Reit ETF Transaction History