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

Geneos Wealth Management Inc.

  • $3.92 Billion
  • Q2 2025

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 1,479 shares of SCHM stock, worth $43,571. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,479
Previous 960 54.06%
Holding current value
$43,571
Previous $25,000 64.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 18, 2025
BUY
$22.92 - $28.05 $11,895 - $14,557
519 Added 54.06%
1,479 $41,000
Q1 2025

May 21, 2025
SELL
$25.58 - $29.24 $10,590 - $12,105
-414 Reduced 30.13%
960 $25,000
Q1 2025

May 07, 2025
BUY
$25.58 - $29.24 $10,590 - $12,105
414 Added 43.13%
1,374 $35,000
Q4 2024

Jan 21, 2025
BUY
$27.54 - $83.04 $17,625 - $53,145
640 Added 200.0%
960 $26,000
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
1,040
Shares Held
281M
Call Options Held
9.4K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

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