Geneos Wealth Management Inc. Schwab Strategic U.S. Mid Cap Transaction History

Geneos Wealth Management Inc.

  • $2.24 Billion
  • Q2 2024

A detailed history of Geneos Wealth Management Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 320 shares of SCHM stock, worth $9,289. This represents 0.0% of its overall portfolio holdings.

Number of Shares
320
Previous 520 38.46%
Holding current value
$9,289
Previous $42,000 42.86%
% of portfolio
0.0%
Previous 0.0%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 23, 2024
SELL
$75.69 - $81.19 $15,138 - $16,238
-200 Reduced 38.46%
320 $24,000
Q1 2022

May 16, 2022
BUY
$70.66 - $80.89 $2,331 - $2,669
33 Added 6.78%
520 $39,000
Q2 2021

Jul 08, 2021
SELL
$74.64 - $79.12 $9,255 - $9,810
-124 Reduced 20.29%
487 $38,000
Q1 2021

Jun 17, 2021
BUY
$67.07 - $76.85 $201 - $230
3 Added 0.49%
611 $47,000
Q4 2020

May 19, 2021
BUY
$55.93 - $68.45 $3,691 - $4,517
66 Added 12.18%
608 $36,000
Q2 2020

Sep 07, 2021
SELL
$39.01 - $57.03 $25,122 - $36,727
-644 Reduced 54.3%
542 $27,000
Q4 2019

Sep 07, 2021
SELL
$54.56 - $60.24 $44,193 - $48,794
-810 Reduced 40.58%
1,186 $71,000
Q3 2019

Sep 07, 2021
SELL
$56.23 - $57.59 $730 - $748
-13 Reduced 0.65%
1,996 $112,000
Q1 2019

Sep 07, 2021
SELL
N/A
-480 Reduced 19.28%
2,009 $111,000
Q4 2018

Sep 07, 2021
SELL
N/A
-4 Reduced 0.16%
2,489 $118,000
Q3 2018

Sep 07, 2021
BUY
N/A
667 Added 36.53%
2,493 $144,000
Q2 2018

Sep 07, 2021
BUY
N/A
50 Added 2.82%
1,826 $100,000
Q1 2018

Sep 07, 2021
BUY
N/A
782 Added 78.67%
1,776 $93,000
Q3 2017

Sep 07, 2021
BUY
N/A
994
994 $49,000

Others Institutions Holding SCHM

# of Institutions
929
Shares Held
95.8M
Call Options Held
6.2K
Put Options Held
3K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

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