Geo Wealth Management, LLC Schwab Intermediate Term Us Tr Transaction History

Geo Wealth Management, LLC

  • $2.48 Billion
  • Q1 2024

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024
SELL
$48.64 - $49.88 $2,821 - $2,893
-58 Closed
0 $0
Q1 2024

May 15, 2024
BUY
$48.64 - $49.88 $972 - $997
20 Added 52.63%
58 $2,000
Q4 2023

Feb 13, 2024
BUY
$47.09 - $49.87 $1,789 - $1,895
38 New
38 $1,000
Q1 2023

May 12, 2023
BUY
$48.55 - $50.78 $56,463 - $59,057
1,163 Added 29.41%
5,117 $258,000
Q4 2022

Feb 13, 2023
BUY
$48.33 - $50.24 $40,742 - $42,352
843 Added 27.1%
3,954 $195,000
Q3 2022

Nov 14, 2022
BUY
N/A
458 Added 17.26%
3,111 $154,000
Q2 2022

Aug 12, 2022
BUY
N/A
161 Added 6.46%
2,653 $137,000
Q1 2022

May 13, 2022
BUY
N/A
181 Added 7.83%
2,492 $135,000
Q4 2021

Feb 14, 2022
BUY
N/A
683 Added 41.95%
2,311 $131,000
Q3 2021

Nov 12, 2021
BUY
N/A
547 Added 50.6%
1,628 $93,000
Q2 2021

Aug 17, 2021
BUY
N/A
342 Added 46.28%
1,081 $63,000
Q1 2021

May 13, 2021
BUY
N/A
739 New
739 $40,000
Q4 2019

Feb 13, 2020
SELL
N/A
-8,388 Closed
0 $0
Q3 2019

Nov 14, 2019
BUY
N/A
8,388 New
8,388 $466,000

Others Institutions Holding SCHR

# of Institutions
381
Shares Held
142M
Call Options Held
3.1K
Put Options Held
4.5K
View Full List

About SCHWAB INTERMEDIATE-TERM US TR

SCHR Quotes by TradingView
  • Ticker SCHR
  • Sector ETFs
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More about SCHR
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