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

Geo Wealth Management, LLC

  • $2.92 Billion
  • Q4 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 306 shares of SCHO stock, worth $7,411. This represents 0.0% of its overall portfolio holdings.

Number of Shares
306
Previous 154 98.7%
Holding current value
$7,411
Previous $7,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$24.06 - $48.88 $3,657 - $7,429
152 Added 98.7%
306 $7,000
Q3 2024

Nov 12, 2024
BUY
$47.93 - $49.06 $7,333 - $7,506
153 Added 15300.0%
154 $7,000
Q2 2024

Aug 12, 2024
SELL
$47.75 - $48.13 $7,305 - $7,363
-153 Reduced 99.35%
1 $0
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
$48.73 - $49.59 $23,828 - $24,249
489 Added 12.46%
4,413 $216,000
Q1 2022

May 13, 2022
SELL
$49.47 - $50.82 $19,738 - $20,277
-399 Reduced 9.23%
3,924 $194,000
Q4 2021

Feb 14, 2022
SELL
$50.83 - $51.21 $71,619 - $72,154
-1,409 Reduced 24.58%
4,323 $219,000
Q3 2021

Nov 12, 2021
BUY
$51.18 - $51.3 $7,932 - $7,951
155 Added 2.78%
5,732 $294,000
Q2 2021

Aug 17, 2021
BUY
$51.19 - $51.33 $285,486 - $286,267
5,577 New
5,577 $286,000
Q4 2019

Feb 13, 2020
SELL
$50.38 - $50.71 $808,800 - $814,098
-16,054 Closed
0 $0
Q3 2019

Nov 14, 2019
BUY
$50.39 - $50.59 $808,961 - $812,171
16,054 New
16,054 $812,000

Others Institutions Holding SCHO

# of Institutions
664
Shares Held
344M
Call Options Held
56.5K
Put Options Held
44.6K
View Full List

About SCHWAB SHORT-TERM US TREASURY

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