Geneos Wealth Management Inc. Schwab Strategic Tr Intl Small Transaction History
Geneos Wealth Management Inc.
- $2.77 Billion
- Q4 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 625 shares of SCHC stock, worth $23,262. This represents 0.0% of its overall portfolio holdings.
Number of Shares
625
Previous 1,146
45.46%
Holding current value
$23,262
Previous $44,000
52.27%
% of portfolio
0.0%
Previous 0.0%
Shares
7 transactions
Others Institutions Holding SCHC
# of Institutions
455Shares Held
46.8MCall Options Held
0Put Options Held
0-
Pnc Financial Services Group, Inc. Pittsburgh, PA4.98MShares$185 Million0.12% of portfolio
-
Savant Capital, LLC2.85MShares$106 Million0.8% of portfolio
-
Tiaa, Fsb St. Louis, MO1.68MShares$62.5 Million0.21% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA1.66MShares$61.9 Million2.46% of portfolio
-
Envestnet Asset Management Inc1.55MShares$57.8 Million0.02% of portfolio