Geneos Wealth Management Inc. Schwab Strategic Tr Intl Small Transaction History
Geneos Wealth Management Inc.
- $2.6 Billion
- Q3 2024
A detailed history of Geneos Wealth Management Inc. transactions in Schwab Strategic Tr Intl Small stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 1,146 shares of SCHC stock, worth $39,044. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,146
Previous 589
94.57%
Holding current value
$39,044
Previous $20,000
120.0%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding SCHC
# of Institutions
423Shares Held
45.7MCall Options Held
0Put Options Held
0-
Pnc Financial Services Group, Inc. Pittsburgh, PA4.71MShares$160 Million0.12% of portfolio
-
Savant Capital, LLC3.18MShares$108 Million1.04% of portfolio
-
Tiaa, Fsb St. Louis, MO1.68MShares$57.2 Million0.21% of portfolio
-
State Street Corp Boston, MA1.53MShares$52.1 Million0.0% of portfolio
-
Tiaa Trust, National Association Charlotte, NC1.53MShares$52.1 Million0.18% of portfolio