Geneos Wealth Management Inc. Schwab Strategic Tr 5 10 Yr C Transaction History

Geneos Wealth Management Inc.

  • $2.77 Billion
  • Q4 2024

A detailed history of Geneos Wealth Management Inc. transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 280 shares of SCHI stock, worth $6,182. This represents 0.0% of its overall portfolio holdings.

Number of Shares
280
Previous 140 100.0%
Holding current value
$6,182
Previous $6,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
BUY
$22.02 - $46.16 $3,082 - $6,462
140 Added 100.0%
280 $6,000
Q1 2024

May 03, 2024
SELL
$43.87 - $44.99 $7,677 - $7,873
-175 Reduced 55.56%
140 $6,000
Q4 2023

Jan 26, 2024
BUY
$40.96 - $45.17 $11,304 - $12,466
276 Added 707.69%
315 $14,000
Q2 2023

Aug 08, 2023
BUY
$43.63 - $45.06 $1,701 - $1,757
39 New
39 $1,000

Others Institutions Holding SCHI

# of Institutions
203
Shares Held
21.6M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR 5 -10 YR C

SCHI Quotes by TradingView
  • Ticker SCHI
  • Sector ETFs
  • Industry ETFs
More about SCHI
Track This Portfolio

Track Geneos Wealth Management Inc. Portfolio

Follow Geneos Wealth Management Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Geneos Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Geneos Wealth Management Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email