Geneos Wealth Management Inc. Schwab Strategic Tr Us Large C Transaction History

Geneos Wealth Management Inc.

  • $2.17 Billion
  • Q1 2024

A detailed history of Geneos Wealth Management Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 8,340 shares of SCHG stock, worth $841,005. This represents 0.04% of its overall portfolio holdings.

Number of Shares
8,340
Previous 8,325 0.18%
Holding current value
$841,005
Previous $690,000 12.03%
% of portfolio
0.04%
Previous 0.03%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 03, 2024
BUY
$80.6 - $93.32 $1,209 - $1,399
15 Added 0.18%
8,340 $773,000
Q4 2023

Jan 26, 2024
BUY
$70.08 - $83.37 $17,940 - $21,342
256 Added 3.17%
8,325 $690,000
Q3 2023

Oct 11, 2023
SELL
$71.99 - $78.02 $316,540 - $343,053
-4,397 Reduced 35.27%
8,069 $586,000
Q2 2023

Aug 08, 2023
BUY
$63.6 - $74.95 $703,161 - $828,647
11,056 Added 784.11%
12,466 $934,000
Q1 2023

Apr 25, 2023
BUY
$54.19 - $65.17 $76,407 - $91,889
1,410 New
1,410 $91,000
Q1 2022

May 16, 2022
SELL
N/A
-71,814 Closed
0 $0
Q4 2021

Feb 09, 2022
BUY
N/A
70,117 Added 4131.82%
71,814 $11.8 Million
Q3 2021

Nov 09, 2021
BUY
N/A
1,697 New
1,697 $254,000
Q2 2021

Jul 08, 2021
SELL
N/A
-36 Closed
0 $0
Q1 2021

Jun 17, 2021
SELL
N/A
-724 Reduced 95.26%
36 $5,000
Q4 2020

May 19, 2021
BUY
N/A
36 Added 4.97%
760 $97,000
Q2 2020

Sep 07, 2021
SELL
N/A
-100 Reduced 12.14%
724 $71,000
Q3 2019

Sep 07, 2021
SELL
N/A
-925 Reduced 52.89%
824 $68,000
Q1 2019

Sep 07, 2021
SELL
N/A
-100 Reduced 5.41%
1,749 $138,000
Q3 2018

Sep 07, 2021
SELL
N/A
-150 Reduced 7.5%
1,849 $151,000
Q2 2017

Sep 07, 2021
BUY
N/A
68 Added 3.52%
1,999 $126,000
Q1 2017

Sep 07, 2021
BUY
N/A
32 Added 1.69%
1,931 $116,000
Q2 2016

Sep 07, 2021
SELL
N/A
-461 Reduced 19.53%
1,899 $100,000
Q1 2016

Sep 07, 2021
BUY
N/A
2,360
2,360 $124,000

Others Institutions Holding SCHG

# of Institutions
1,185
Shares Held
165M
Call Options Held
148K
Put Options Held
24.3K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHG Quotes by TradingView
  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
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