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

Geo Wealth Management, LLC

$2.33 Billion
Q1 2025

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 13,986 shares of SCHX stock, worth $326,712. This represents 0.01% of its overall portfolio holdings.

Number of Shares

13,986

Previous 9,656 44.84%

Holding current value

$326,712

Previous $223,000 38.12%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	BUY	$21.75 - $24.28 $94,177 - $105,132	4,330 Added 44.84%	13,986 $308,000
Q4 2024 Feb 13, 2025	BUY	$22.4 - $68.28 $216,137 - $658,833	9,649 Added 137842.86%	9,656 $223,000
Q3 2024 Nov 12, 2024	BUY	$61.11 - $67.85 $427 - $474	7 New	7 $0
Q1 2024 May 15, 2024	SELL	$55.41 - $62.08 $804,442 - $901,277	-14,518 Closed	0 $0
Q1 2024 May 15, 2024	BUY	$55.41 - $62.08 $804,442 - $901,277	14,518 New	14,518 $900,000
Q3 2023 Nov 13, 2023	BUY	$50.36 - $54.21 $769,651 - $828,491	15,283 New	15,283 $773,000
Q4 2019 Feb 13, 2020	SELL	$34.42 - $38.54 $490,071 - $548,732	-14,238 Closed	0 $0
Q3 2019 Nov 14, 2019	BUY	$35.28 - $36.01 $502,316 - $512,710	14,238 New	14,238 $1.01 Million

Others Institutions Holding SCHX

# of Institutions

1,497

Shares Held

1.15B

Call Options Held

53.9K

Put Options Held

5.49K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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