Geo Wealth Management, LLC Schwab Strategic U.S. Mid Cap Transaction History

Geo Wealth Management, LLC

  • $2.33 Billion
  • Q1 2025
Number of Shares
0
Previous 0 NaN%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 09, 2025
BUY
$25.58 - $29.24 $0 - $0
0 New
0 $0
Q4 2024

Feb 13, 2025
BUY
$27.54 - $83.04 $0 - $0
0 New
0 $0
Q3 2024

Nov 12, 2024
BUY
$75.47 - $83.18 $0 - $0
0 New
0 $0
Q1 2024

May 15, 2024
SELL
$72.89 - $81.43 $258,103 - $288,343
-3,541 Closed
0 $0
Q1 2024

May 15, 2024
BUY
$72.89 - $81.43 $258,103 - $288,343
3,541 New
3,541 $288,000
Q3 2023

Nov 13, 2023
BUY
$66.75 - $73.98 $244,505 - $270,988
3,663 New
3,663 $247,000

Others Institutions Holding SCHM

# of Institutions
1,023
Shares Held
283M
Call Options Held
45.7K
Put Options Held
5.47K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
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