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

Geo Wealth Management, LLC

  • $2.73 Billion
  • Q3 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 30,466 shares of SCHI stock, worth $672,384. This represents 0.05% of its overall portfolio holdings.

Number of Shares
30,466
Previous 33,170 8.15%
Holding current value
$672,384
Previous $1.46 Million 3.83%
% of portfolio
0.05%
Previous 0.07%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
195
Shares Held
19.4M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR 5 -10 YR C

SCHI Quotes by TradingView
  • Ticker SCHI
  • Sector ETFs
  • Industry ETFs
More about SCHI
Track This Portfolio

Track Geo Wealth Management, LLC Portfolio

Follow Geo Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Geo Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Geo Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email