A detailed history of Geneos Wealth Management Inc. transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 92,655 shares of SCHH stock, worth $1.94 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
92,655
Previous 101,961 9.13%
Holding current value
$1.94 Million
Previous $2.04 Million 5.4%
% of portfolio
0.08%
Previous 0.09%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$19.78 - $23.53 $184,072 - $218,970
-9,306 Reduced 9.13%
92,655 $2.15 Million
Q2 2024

Jul 23, 2024

BUY
$18.53 - $20.2 $16,732 - $18,240
903 Added 0.89%
101,961 $2.04 Million
Q1 2024

May 03, 2024

SELL
$19.39 - $20.93 $86,692 - $93,578
-4,471 Reduced 4.24%
101,058 $2.05 Million
Q4 2023

Jan 26, 2024

SELL
$16.76 - $20.95 $34,391 - $42,989
-2,052 Reduced 1.91%
105,529 $2.19 Million
Q3 2023

Oct 11, 2023

SELL
$17.52 - $20.27 $22,811 - $26,391
-1,302 Reduced 1.2%
107,581 $1.91 Million
Q2 2023

Aug 08, 2023

SELL
$18.34 - $19.64 $355,025 - $380,191
-19,358 Reduced 15.1%
108,883 $2.13 Million
Q1 2023

Apr 25, 2023

SELL
$18.01 - $21.78 $515,968 - $623,975
-28,649 Reduced 18.26%
128,241 $2.5 Million
Q4 2022

Jan 30, 2023

BUY
$17.68 - $20.46 $132,600 - $153,450
7,500 Added 5.02%
156,890 $3.03 Million
Q3 2022

Nov 14, 2022

SELL
$18.45 - $23.6 $34,907 - $44,651
-1,892 Reduced 1.25%
149,390 $2.79 Million
Q2 2022

Jul 22, 2022

BUY
$20.18 - $25.97 $4,580 - $5,895
227 Added 0.15%
151,282 $0
Q1 2022

May 16, 2022

BUY
$22.75 - $26.16 $1.76 Million - $2.03 Million
77,535 Added 105.46%
151,055 $3.76 Million
Q4 2021

Feb 09, 2022

BUY
$22.99 - $26.35 $10,943 - $12,542
476 Added 0.65%
73,520 $3.87 Million
Q3 2021

Nov 09, 2021

SELL
$22.84 - $24.92 $8,245 - $8,996
-361 Reduced 0.49%
73,044 $3.38 Million
Q2 2021

Jul 08, 2021

BUY
$20.92 - $23.68 $53,262 - $60,289
2,546 Added 3.59%
73,405 $3.39 Million
Q1 2021

Jun 17, 2021

BUY
$18.25 - $20.79 $6,770 - $7,713
371 Added 0.53%
70,859 $3.15 Million
Q4 2020

May 19, 2021

BUY
$17.04 - $19.33 $106,074 - $120,329
6,225 Added 9.69%
70,488 $2.92 Million
Q3 2020

Sep 07, 2021

BUY
$16.99 - $18.73 $82,078 - $90,484
4,831 Added 8.13%
64,263 $2.24 Million
Q2 2020

Sep 07, 2021

BUY
$14.77 - $20.35 $233,572 - $321,814
15,814 Added 36.26%
59,432 $2.03 Million
Q1 2020

Sep 07, 2021

BUY
$13.54 - $24.27 $575,788 - $1.03 Million
42,525 Added 3890.67%
43,618 $1.44 Million
Q4 2019

Sep 07, 2021

SELL
$22.24 - $24.07 $889 - $962
-40 Reduced 3.53%
1,093 $49,000
Q1 2019

Sep 07, 2021

BUY
N/A
48 Added 4.42%
1,133 $50,000
Q4 2018

Sep 07, 2021

SELL
N/A
-315 Reduced 22.5%
1,085 $41,000
Q3 2018

Sep 07, 2021

SELL
N/A
-135 Reduced 8.79%
1,400 $58,000
Q2 2018

Sep 07, 2021

BUY
N/A
450 Added 41.47%
1,535 $64,000
Q4 2017

Sep 07, 2021

BUY
N/A
135 Added 14.21%
1,085 $45,000
Q3 2017

Sep 07, 2021

BUY
N/A
850 Added 850.0%
950 $39,000
Q1 2017

Sep 07, 2021

SELL
N/A
-67 Reduced 40.12%
100 $4,000
Q4 2016

Sep 07, 2021

BUY
N/A
100 Added 149.25%
167 $6,000
Q1 2016

Sep 07, 2021

BUY
N/A
67
67 $2,000

Others Institutions Holding SCHH

About SCHWAB STRATEGIC U.S. REIT ETF


  • Ticker SCHH
  • Sector ETFs
  • Industry ETFs
More about SCHH
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