Geneos Wealth Management Inc. Schwab Strategic Tr 1 5 Yr C Transaction History
Geneos Wealth Management Inc.
- $2.6 Billion
- Q3 2024
Shares
1 transactions
Others Institutions Holding SCHJ
# of Institutions
111Shares Held
3.51MCall Options Held
0Put Options Held
0-
Columbus Macro, LLC193KShares$4.71 Million3.49% of portfolio
-
Envestnet Asset Management Inc189KShares$4.63 Million0.0% of portfolio
-
Cetera Investment Advisers Schaumburg, IL168KShares$4.12 Million0.02% of portfolio
-
Tap Consulting, LLC164KShares$4.02 Million1.67% of portfolio
-
Bank Of America Corp Charlotte, NC153KShares$3.74 Million0.0% of portfolio