Geo Wealth Management, LLC Schwab Strategic Tr Long Term Transaction History

Geo Wealth Management, LLC

  • $2.58 Billion
  • Q3 2025

A detailed history of Geo Wealth Management, LLC transactions in Schwab Strategic Tr Long Term stock. As of the latest transaction made, Geo Wealth Management, LLC holds 5,246 shares of SCHQ stock, worth $168,711. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,246
Holding current value
$168,711
% of portfolio
0.01%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025
BUY
$30.81 - $32.63 $161,629 - $171,176
5,246 New
5,246 $169,000
Q4 2024

Feb 13, 2025
SELL
$31.33 - $35.13 $58,242 - $65,306
-1,859 Reduced 52.8%
1,662 $52,000
Q3 2024

Nov 12, 2024
BUY
$32.17 - $35.98 $94,193 - $105,349
2,928 Added 493.76%
3,521 $123,000
Q2 2024

Aug 12, 2024
SELL
$31.45 - $33.71 $88,122 - $94,455
-2,802 Reduced 82.53%
593 $19,000
Q1 2024

May 15, 2024
SELL
$32.9 - $35.0 $111,695 - $118,825
-3,395 Closed
0 $0
Q1 2024

May 15, 2024
SELL
$32.9 - $35.0 $2,895 - $3,080
-88 Reduced 2.53%
3,395 $114,000
Q4 2023

Feb 13, 2024
BUY
$29.71 - $35.56 $103,479 - $123,855
3,483 New
3,483 $122,000

Others Institutions Holding SCHQ

# of Institutions
117
Shares Held
14.5M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR LONG-TERM

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