Geo Wealth Management, LLC Schwab Strategic Tr 5 10 Yr C Transaction History

Geo Wealth Management, LLC

$2.4 Billion
Q2 2025

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 56,795 shares of SCHI stock, worth $1.32 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

56,795

Previous 59,005 3.75%

Holding current value

$1.32 Million

Previous $1.33 Million 2.49%

% of portfolio

0.05%

Previous 0.06%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	SELL	$21.85 - $22.76 $48,288 - $50,299	-2,210 Reduced 3.75%	56,795 $1.29 Million
Q1 2025 May 09, 2025	SELL	$21.77 - $22.56 $22,357 - $23,169	-1,027 Reduced 1.71%	59,005 $1.33 Million
Q4 2024 Feb 13, 2025	BUY	$22.02 - $46.16 $651,043 - $1.36 Million	29,566 Added 97.05%	60,032 $1.32 Million
Q3 2024 Nov 12, 2024	SELL	$43.73 - $46.29 $118,245 - $125,168	-2,704 Reduced 8.15%	30,466 $1.41 Million
Q2 2024 Aug 12, 2024	SELL	$43.11 - $44.42 $50,438 - $51,971	-1,170 Reduced 3.41%	33,170 $1.46 Million
Q1 2024 May 15, 2024	SELL	$43.87 - $44.99 $1.51 Million - $1.54 Million	-34,340 Closed	0 $0
Q1 2024 May 15, 2024	BUY	$43.87 - $44.99 $1.51 Million - $1.54 Million	34,340 New	34,340 $1.53 Million

Others Institutions Holding SCHI

# of Institutions

246

Shares Held

50.6M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR 5 -10 YR C

Ticker SCHI
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Geo Wealth Management, LLC Schwab Strategic Tr 5 10 Yr C Transaction History