Geneos Wealth Management Inc. Schwab Strategic Tr 1 5 Yr C Transaction History

Geneos Wealth Management Inc.

  • $3.92 Billion
  • Q2 2025

A detailed history of Geneos Wealth Management Inc. transactions in Schwab Strategic Tr 1 5 Yr C stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 1,000 shares of SCHJ stock, worth $24,890. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,000
Previous 1,112 10.07%
Holding current value
$24,890
Previous $27,000 11.11%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 18, 2025
SELL
$24.32 - $24.81 $2,723 - $2,778
-112 Reduced 10.07%
1,000 $24,000
Q1 2025

May 07, 2025
BUY
$24.29 - $24.65 $27,010 - $27,410
1,112 New
1,112 $27,000
Q4 2023

Jan 26, 2024
BUY
$46.51 - $48.38 $2,604 - $2,709
56 New
56 $2,000

Others Institutions Holding SCHJ

# of Institutions
132
Shares Held
7.45M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR 1 - 5 YR C

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