Geo Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History

Geo Wealth Management, LLC

  • $2.48 Billion
  • Q1 2024

A detailed history of Geo Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Geo Wealth Management, LLC holds 2,331 shares of SCHV stock, worth $172,494. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,331
Previous 13,572 82.82%
Holding current value
$172,494
Previous $951,000 81.39%
% of portfolio
0.01%
Previous 0.08%

Shares

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

May 15, 2024
SELL
$68.82 - $75.98 $115,067 - $127,038
-1,672 Reduced 71.73%
659 $50,000
Q1 2024

May 15, 2024
SELL
$68.82 - $75.98 $773,605 - $854,091
-11,241 Reduced 82.82%
2,331 $177,000
Q4 2023

Feb 13, 2024
BUY
$61.16 - $70.24 $830,063 - $953,297
13,572 New
13,572 $951,000

Others Institutions Holding SCHV

# of Institutions
787
Shares Held
102M
Call Options Held
9.1K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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