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 14,518 shares of SCHX stock, worth $950,638. This represents 0.04% of its overall portfolio holdings.
Number of Shares
14,518Holding current value
$950,638% of portfolio
0.04%Shares
5 transactions
Others Institutions Holding SCHX
# of Institutions
1,259Shares Held
426MCall Options Held
40.4KPut Options Held
1.4K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA97.7MShares$6.39 Billion8.33% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA50.4MShares$3.3 Billion0.73% of portfolio
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Creative Planning Overland Park, KS28.3MShares$1.86 Billion1.95% of portfolio
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Sei Investments CO Oaks, PA12.7MShares$832 Million1.18% of portfolio
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Hbk Sorce Advisory LLC Erie, PA10.5MShares$689 Million24.51% of portfolio