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

Geo Wealth Management, LLC

  • $2.48 Billion
  • Q1 2024

A detailed history of Geo Wealth Management, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Geo Wealth Management, LLC holds 3,541 shares of SCHM stock, worth $272,975. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,541
Holding current value
$272,975
% of portfolio
0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
903
Shares Held
96M
Call Options Held
8K
Put Options Held
600
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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