Geneos Wealth Management Inc. Schwab Strategic Tr 1000 Index Transaction History
Geneos Wealth Management Inc.
- $3.92 Billion
- Q2 2025
A detailed history of Geneos Wealth Management Inc. transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 200 shares of SCHK stock, worth $6,392. This represents 0.0% of its overall portfolio holdings.
Number of Shares
200Holding current value
$6,392% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding SCHK
# of Institutions
236Shares Held
72.8MCall Options Held
91.7KPut Options Held
20.8K-
Financial Engines Advisors L.L.C. Santa Clara, CA46.6MShares$1.49 Billion2.78% of portfolio
-
Legacy Wealth Management, Inc6.36MShares$203 Million12.04% of portfolio
-
Warwick Investment Management, Inc.4.09MShares$131 Million23.81% of portfolio
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Creative Planning Overland Park, KS3.09MShares$98.8 Million0.08% of portfolio
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Armstrong Advisory Group, Inc Needham, MA2.43MShares$77.7 Million5.96% of portfolio