GeoWealth Management, LLC
Position in SCHQ — Schwab Long-Term U.S. Treasury ETF
CIK 1593387
CHICAGO, IL
All Filings in SCHQ
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 SCHQ | $178,647 | 5,684 | Shares | Other | 2026-05-13 | |
| 2025-12-31 SCHQ | $325,146 | 10,257 | Shares | Other | 2026-02-17 | |
| 2025-09-30 SCHQ | $169,497 | 5,246 | Shares | Other | 2025-11-13 | |
| 2024-12-31 SCHQ | $52,236 | 1,662 | Shares | Other | 2025-02-13 | |
| 2024-09-30 SCHQ | — | 3,521 | Shares | Other | 2024-11-12 | |
| 2024-06-30 SCHQ | — | 593 | Shares | Other | 2024-08-12 | |
| 2024-03-31 SCHQ | — | 3,395 | Shares | Other | 2024-05-15 | |
| 2023-12-31 SCHQ | — | 3,483 | Shares | Other | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||