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

Geo Wealth Management, LLC

  • $2.58 Billion
  • Q3 2025

A detailed history of Geo Wealth Management, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Geo Wealth Management, LLC holds 1,347 shares of SCHR stock, worth $33,823. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,347
Previous 309 335.92%
Holding current value
$33,823
Previous $7,000 371.43%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 13, 2025
BUY
$24.69 - $25.26 $25,628 - $26,219
1,038 Added 335.92%
1,347 $33,000
Q2 2025

Aug 13, 2025
BUY
$24.54 - $25.07 $7,582 - $7,746
309 New
309 $7,000
Q4 2024

Feb 13, 2025
BUY
$24.19 - $50.58 $1,233 - $2,579
51 Added 100.0%
102 $2,000
Q3 2024

Nov 12, 2024
SELL
$48.4 - $50.91 $1,064 - $1,120
-22 Reduced 30.14%
51 $2,000
Q2 2024

Aug 12, 2024
BUY
$47.85 - $49.0 $717 - $735
15 Added 25.86%
73 $3,000
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
$48.12 - $50.24 $40,565 - $42,352
843 Added 27.1%
3,954 $195,000
Q3 2022

Nov 14, 2022
BUY
$48.68 - $52.54 $22,295 - $24,063
458 Added 17.26%
3,111 $154,000
Q2 2022

Aug 12, 2022
BUY
$50.08 - $52.78 $8,062 - $8,497
161 Added 6.46%
2,653 $137,000
Q1 2022

May 13, 2022
BUY
$52.72 - $55.84 $9,542 - $10,107
181 Added 7.83%
2,492 $135,000
Q4 2021

Feb 14, 2022
BUY
$55.82 - $56.81 $38,125 - $38,801
683 Added 41.95%
2,311 $131,000
Q3 2021

Nov 12, 2021
BUY
$56.59 - $57.62 $30,954 - $31,518
547 Added 50.6%
1,628 $93,000
Q2 2021

Aug 17, 2021
BUY
$56.38 - $57.16 $19,281 - $19,548
342 Added 46.28%
1,081 $63,000
Q1 2021

May 13, 2021
BUY
$56.41 - $58.25 $41,686 - $43,046
739 New
739 $40,000
Q4 2019

Feb 13, 2020
SELL
$54.79 - $56.05 $459,578 - $470,147
-8,388 Closed
0 $0
Q3 2019

Nov 14, 2019
BUY
$54.92 - $55.68 $460,668 - $467,043
8,388 New
8,388 $466,000

Others Institutions Holding SCHR

# of Institutions
516
Shares Held
386M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB INTERMEDIATE-TERM US TR

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