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

Geo Wealth Management, LLC

  • $2.92 Billion
  • Q4 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 636 shares of SCHV stock, worth $17,362. This represents 0.0% of its overall portfolio holdings.

Number of Shares
636
Previous 873 27.15%
Holding current value
$17,362
Previous $70,000 77.14%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Feb 13, 2025
SELL
$25.79 - $80.4 $6,112 - $19,054
-237 Reduced 27.15%
636 $16,000
Q3 2024

Nov 12, 2024
BUY
$73.43 - $80.37 $64,104 - $70,163
873 New
873 $70,000
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
875
Shares Held
314M
Call Options Held
0
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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