Geller Advisors LLC
- SEC CIK
- 0001354739
- Latest filing
- Feb 14, 2025
SCHW holding history
Schwab Charles Corp in every 13F filed by Geller Advisors LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
SCHW overviewAll 13F holders of SCHWFull Q4 2024 holdings
- Shares (Q4 2024)
- 6,842
- Value
- $506.4K
- % of portfolio
- <0.1%
- Quarters held
- 13
- Since Q1 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2024 | 6,842 | $506.4K | <0.1% | −269−3.8% | Reduced | Holders |
| Q3 2024 | 7,111 | $460.9K | <0.1% | −242−3.3% | Reduced | Holders |
| Q2 2024 | 7,353 | $541.8K | <0.1% | +570+8.4% | Added | Holders |
| Q1 2024 | 6,783 | $490.7K | <0.1% | −99−1.4% | Reduced | Holders |
| Q4 2023 | 6,882 | $473.5K | <0.1% | +1,580+29.8% | Added | Holders |
| Q3 2023 | 5,302 | $291.1K | <0.1% | +5,302 | New | Holders |
| Q4 2022 | 0 | $0 | 0.0% | −4,550−100.0% | Sold out | Holders |
| Q3 2022 | 4,550 | $327.0K | 0.1% | +274+6.4% | Added | Holders |
| Q2 2022 | 4,276 | $270.0K | 0.1% | −50−1.2% | Reduced | Holders |
| Q1 2022 | 4,326 | $365.0K | 0.1% | +20+0.5% | Added | Holders |
| Q4 2021 | 4,306 | $362.0K | 0.1% | −12−0.3% | Reduced | Holders |
| Q3 2021 | 4,318 | $315.0K | 0.1% | +270+6.7% | Added | Holders |
| Q2 2021 | 4,048 | $295.0K | 0.1% | +19+0.5% | Added | Holders |
| Q1 2021 | 4,029 | $263.0K | 0.1% | – | – | Holders |
Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.