Geo Wealth Management, LLC Schwab Short Term Us Treasury Transaction History

Geo Wealth Management, LLC

$2.48 Billion
Q1 2024

A detailed history of Geo Wealth Management, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Geo Wealth Management, LLC holds 154 shares of SCHO stock, worth $7,412. This represents 0.0% of its overall portfolio holdings.

Number of Shares

154

Previous 486 68.31%

Holding current value

$7,412

Previous $23,000 69.57%

% of portfolio

0.0%

Previous 0.0%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 15, 2024	SELL	$48.05 - $48.63 $7,351 - $7,440	-153 Reduced 99.35%	1 $0
Q1 2024 May 15, 2024	SELL	$48.05 - $48.63 $15,952 - $16,145	-332 Reduced 68.31%	154 $7,000
Q4 2023 Feb 13, 2024	BUY	$47.66 - $48.45 $23,162 - $23,546	486 New	486 $23,000
Q1 2023 May 12, 2023	BUY	$47.8 - $49.0 $934,298 - $957,754	19,546 New	19,546 $954,000
Q2 2022 Aug 12, 2022	BUY	N/A	489 Added 12.46%	4,413 $216,000

Q1 2022 May 13, 2022	SELL	N/A	-399 Reduced 9.23%	3,924 $194,000
Q4 2021 Feb 14, 2022	SELL	N/A	-1,409 Reduced 24.58%	4,323 $219,000
Q3 2021 Nov 12, 2021	BUY	N/A	155 Added 2.78%	5,732 $294,000
Q2 2021 Aug 17, 2021	BUY	N/A	5,577 New	5,577 $286,000
Q4 2019 Feb 13, 2020	SELL	N/A	-16,054 Closed	0 $0
Q3 2019 Nov 14, 2019	BUY	N/A	16,054 New	16,054 $812,000

Others Institutions Holding SCHO

# of Institutions

614

Shares Held

169M

Call Options Held

13.7K

Put Options Held

20.1K

View Full List

About SCHWAB SHORT-TERM US TREASURY

Ticker SCHO
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Geo Wealth Management, LLC Schwab Short Term Us Treasury Transaction History