Geneos Wealth Management Inc. Schwab Strategic Tr Us Broad M Transaction History

Geneos Wealth Management Inc.

$3.92 Billion
Q2 2025

A detailed history of Geneos Wealth Management Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 33,800 shares of SCHB stock, worth $869,674. This represents 0.02% of its overall portfolio holdings.

Number of Shares

33,800

Previous 13,211 155.85%

Holding current value

$869,674

Previous $284,000 183.45%

% of portfolio

0.02%

Previous 0.01%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 18, 2025	BUY	$19.1 - $23.83 $393,249 - $490,635	20,589 Added 155.85%	33,800 $805,000
Q1 2025 May 21, 2025	SELL	$21.23 - $23.75 $434,450 - $486,020	-20,464 Reduced 60.77%	13,211 $284,000
Q1 2025 May 07, 2025	BUY	$21.23 - $23.75 $676,302 - $756,580	31,856 Added 1751.29%	33,675 $725,000
Q4 2024 Jan 21, 2025	BUY	$22.01 - $66.82 $25,509 - $77,444	1,159 Added 175.61%	1,819 $41,000
Q3 2024 Nov 14, 2024	BUY	$59.93 - $66.52 $898 - $997	15 Added 2.33%	660 $43,000
Q2 2024 Jul 23, 2024	BUY	$57.57 - $63.3 $5,066 - $5,570	88 Added 15.8%	645 $40,000
Q1 2024 May 03, 2024	SELL	$54.61 - $61.05 $54 - $61	-1 Reduced 0.18%	557 $34,000
Q4 2023 Jan 26, 2024	BUY	$47.61 - $55.91 $2,904 - $3,410	61 Added 12.27%	558 $31,000
Q3 2023 Oct 11, 2023	BUY	$49.59 - $53.57 $99 - $107	2 Added 0.4%	497 $24,000
Q2 2023 Aug 08, 2023	BUY	$47.08 - $51.7 $47 - $51	1 Added 0.2%	495 $25,000
Q1 2023 Apr 25, 2023	BUY	$44.47 - $49.23 $889 - $984	20 Added 4.22%	494 $23,000
Q4 2022 Jan 30, 2023	BUY	$41.94 - $47.81 $83 - $95	2 Added 0.42%	474 $21,000
Q3 2022 Nov 14, 2022	SELL	$41.99 - $50.63 $1,931 - $2,328	-46 Reduced 8.88%	472 $19,000
Q2 2022 Jul 22, 2022	BUY	$42.93 - $53.98 $1,287 - $1,619	30 Added 6.15%	518 $0
Q1 2022 May 16, 2022	BUY	$49.15 - $56.85 $12,041 - $13,928	245 Added 100.82%	488 $26,000
Q4 2021 Feb 09, 2022	BUY	$51.87 - $56.86 $51 - $56	1 Added 0.41%	243 $27,000
Q3 2021 Nov 09, 2021	SELL	$51.32 - $54.83 $88,424 - $94,472	-1,723 Reduced 87.68%	242 $25,000
Q2 2021 Jul 08, 2021	SELL	$48.92 - $52.14 $29,205 - $31,127	-597 Reduced 23.3%	1,965 $207,000
Q1 2021 Jun 17, 2021	SELL	$44.89 - $48.81 $8,304 - $9,029	-185 Reduced 6.73%	2,562 $260,000
Q4 2020 May 19, 2021	BUY	$39.03 - $45.5 $34,892 - $40,677	894 Added 48.25%	2,747 $212,000
Q2 2020 Sep 07, 2021	SELL	$28.84 - $38.49 $461 - $615	-16 Reduced 0.86%	1,853 $132,000
Q1 2020 Sep 07, 2021	BUY	$26.18 - $40.44 $45,474 - $70,244	1,737 Added 1315.91%	1,869 $111,000
Q2 2019 Sep 07, 2021	SELL	N/A	-175 Reduced 57.0%	132 $9,000
Q1 2019 Sep 07, 2021	SELL	N/A	-14 Reduced 4.36%	307 $20,000
Q3 2018 Sep 07, 2021	SELL	N/A	-35 Reduced 9.83%	321 $22,000
Q2 2017 Sep 07, 2021	BUY	N/A	100 Added 39.06%	356 $20,000
Q1 2017 Sep 07, 2021	BUY	N/A	256	256 $14,000

Others Institutions Holding SCHB

# of Institutions

1,349

Shares Held

569M

Call Options Held

500K

Put Options Held

12.1K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

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Geneos Wealth Management Inc. Schwab Strategic Tr Us Broad M Transaction History