Geneos Wealth Management Inc. Schwab Strategic U.S. Reit ETF Transaction History
Geneos Wealth Management Inc.
- $2.17 Billion
- Q1 2024
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 101,058 shares of SCHH stock, worth $2.01 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
101,058
Previous 105,529
4.24%
Holding current value
$2.01 Million
Previous $2.19 Million
6.13%
% of portfolio
0.09%
Previous 0.11%
Shares
27 transactions
Others Institutions Holding SCHH
# of Institutions
505Shares Held
248MCall Options Held
36KPut Options Held
1.6K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA53.9MShares$1.07 Billion1.5% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA50.7MShares$1.01 Billion2.32% of portfolio
-
Creative Planning Overland Park, KS28.5MShares$565 Million0.64% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA27.3MShares$543 Million0.13% of portfolio
-
Us Bancorp \De\26.1MShares$518 Million0.74% of portfolio