Geneos Wealth Management Inc. Schwab Intermediate Term Us Tr Transaction History
Geneos Wealth Management Inc.
- $2.17 Billion
- Q1 2024
A detailed history of Geneos Wealth Management Inc. transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 262 shares of SCHR stock, worth $12,817. This represents 0.0% of its overall portfolio holdings.
Number of Shares
262
Previous 448
41.52%
Holding current value
$12,817
Previous $22,000
45.45%
% of portfolio
0.0%
Previous 0.0%
Shares
14 transactions
Others Institutions Holding SCHR
# of Institutions
381Shares Held
142MCall Options Held
3.1KPut Options Held
4.5K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA81MShares$3.96 Billion5.46% of portfolio
-
Royal Bank Of Canada Toronto, A611.6MShares$569 Million0.14% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.35MShares$213 Million0.06% of portfolio
-
Stifel Financial Corp St. Louis, MO3.6MShares$176 Million0.21% of portfolio
-
Goldman Sachs Group Inc New York, NY2.31MShares$113 Million0.02% of portfolio