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

Geneos Wealth Management Inc.

  • $2.6 Billion
  • Q3 2024

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 660 shares of SCHB stock, worth $15,351. This represents 0.0% of its overall portfolio holdings.

Number of Shares
660
Previous 645 2.33%
Holding current value
$15,351
Previous $40,000 7.5%
% of portfolio
0.0%
Previous 0.0%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,182
Shares Held
167M
Call Options Held
172K
Put Options Held
20.7K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
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More about SCHB
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