Geneos Wealth Management Inc. Schwab Short Term Us Treasury Transaction History

Geneos Wealth Management Inc.

$3.92 Billion
Q2 2025

A detailed history of Geneos Wealth Management Inc. transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 36,603 shares of SCHO stock, worth $893,479. This represents 0.02% of its overall portfolio holdings.

Number of Shares

36,603

Previous 50,812 27.96%

Holding current value

$893,479

Previous $1.24 Million 27.83%

% of portfolio

0.02%

Previous 0.04%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 18, 2025	SELL	$24.19 - $24.45 $343,715 - $347,410	-14,209 Reduced 27.96%	36,603 $892,000
Q1 2025 May 21, 2025	SELL	$24.1 - $24.34 $588,160 - $594,017	-24,405 Reduced 32.45%	50,812 $1.24 Million
Q1 2025 May 07, 2025	BUY	$24.1 - $24.34 $1.17 Million - $1.18 Million	48,375 Added 180.22%	75,217 $1.83 Million
Q4 2024 Jan 21, 2025	BUY	$24.06 - $48.88 $291,944 - $593,109	12,134 Added 82.5%	26,842 $645,000
Q3 2024 Nov 14, 2024	BUY	$47.93 - $49.06 $702,893 - $719,464	14,665 Added 34104.65%	14,708 $720,000
Q1 2024 May 03, 2024	SELL	$48.05 - $48.63 $2,979 - $3,015	-62 Reduced 59.05%	43 $2,000
Q4 2023 Jan 26, 2024	BUY	$47.66 - $48.45 $2,954 - $3,003	62 Added 144.19%	105 $5,000
Q2 2023 Aug 08, 2023	SELL	$48.06 - $48.89 $39,505 - $40,187	-822 Reduced 95.03%	43 $2,000
Q1 2023 Apr 25, 2023	BUY	$47.8 - $49.0 $39,291 - $40,278	822 Added 1911.63%	865 $42,000
Q3 2022 Nov 14, 2022	BUY	$48.15 - $49.37 $2,070 - $2,122	43 New	43 $2,000
Q2 2022 Jul 22, 2022	SELL	$48.73 - $49.59 $21,489 - $21,869	-441 Closed	0 $0
Q1 2022 May 16, 2022	BUY	$49.47 - $50.82 $21,816 - $22,411	441 New	441 $21,000
Q4 2021 Feb 09, 2022	SELL	$50.83 - $51.21 $5,083 - $5,121	-100 Closed	0 $0
Q4 2020 May 19, 2021	SELL	$51.37 - $51.48 $10,222 - $10,244	-199 Reduced 66.56%	100 $5,000
Q3 2020 Sep 07, 2021	BUY	$51.49 - $51.63 $2,214 - $2,220	43 Added 16.8%	299 $15,000
Q1 2020 Sep 07, 2021	SELL	$50.48 - $51.73 $866,085 - $887,531	-17,157 Reduced 98.53%	256 $13,000
Q4 2019 Sep 07, 2021	BUY	$50.38 - $50.71 $869,357 - $875,051	17,256 Added 10991.08%	17,413 $878,000
Q2 2019 Sep 07, 2021	SELL	N/A	-9,751 Reduced 98.42%	157 $7,000
Q1 2019 Sep 07, 2021	SELL	N/A	-848 Reduced 7.88%	9,908 $497,000
Q4 2018 Sep 07, 2021	BUY	N/A	10,656 Added 10656.0%	10,756 $536,000
Q3 2018 Sep 07, 2021	SELL	N/A	-344 Reduced 77.48%	100 $4,000
Q2 2018 Sep 07, 2021	BUY	N/A	444 New	444 $22,000

Others Institutions Holding SCHO

# of Institutions

712

Shares Held

319M

Call Options Held

98.6K

Put Options Held

70.3K

View Full List

About SCHWAB SHORT-TERM US TREASURY

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Geneos Wealth Management Inc. Schwab Short Term Us Treasury Transaction History