Geo Wealth Management, LLC Schwab Strategic Tr 5 10 Yr C Transaction History
Geo Wealth Management, LLC
- $2.48 Billion
- Q1 2024
A detailed history of Geo Wealth Management, LLC transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Geo Wealth Management, LLC holds 34,340 shares of SCHI stock, worth $1.52 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
34,340Holding current value
$1.52 Million% of portfolio
0.06%Shares
2 transactions
Others Institutions Holding SCHI
# of Institutions
181Shares Held
134MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA111MShares$4.94 Billion6.8% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.41MShares$240 Million0.06% of portfolio
-
River Front Investment Group, LLC Richmond, VA3.86MShares$171 Million4.84% of portfolio
-
Envestnet Asset Management Inc3.3MShares$146 Million0.06% of portfolio
-
Campbell Wealth Management2.08MShares$92.5 Million9.21% of portfolio