Geneos Wealth Management Inc. Schwab Strategic Tr 1 5 Yr C Transaction History
Geneos Wealth Management Inc.
- $2.88 Billion
- Q1 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 1,112 shares of SCHJ stock, worth $27,555. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,112
Previous 1,112
-0.0%
Holding current value
$27,555
Previous $27,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SCHJ
# of Institutions
131Shares Held
7.67MCall Options Held
0Put Options Held
6K-
Columbus Macro, LLC435KShares$10.8 Million1.48% of portfolio
-
Envestnet Asset Management Inc394KShares$9.76 Million0.0% of portfolio
-
Meridian Wealth Management, LLC363KShares$9 Million0.44% of portfolio
-
Tap Consulting, LLC334KShares$8.28 Million1.74% of portfolio
-
Cetera Investment Advisers Schaumburg, IL331KShares$8.2 Million0.02% of portfolio