Geneos Wealth Management Inc. Schwab Intermediate Term Us Tr Transaction History

Geneos Wealth Management Inc.

$2.88 Billion
Q1 2025

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 2,696 shares of SCHR stock, worth $67,022. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,696

Previous 2,798 3.65%

Holding current value

$67,022

Previous $69,000 2.9%

% of portfolio

0.0%

Previous 0.0%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 21, 2025	SELL	$24.05 - $24.86 $2,453 - $2,535	-102 Reduced 3.65%	2,696 $67,000
Q1 2025 May 07, 2025	BUY	$24.05 - $24.86 $54,689 - $56,531	2,274 Added 433.97%	2,798 $69,000
Q4 2024 Jan 21, 2025	BUY	$24.19 - $50.58 $6,337 - $13,251	262 Added 100.0%	524 $12,000
Q1 2024 May 03, 2024	SELL	$48.64 - $49.88 $9,047 - $9,277	-186 Reduced 41.52%	262 $12,000
Q4 2023 Jan 26, 2024	BUY	$47.09 - $49.87 $11,678 - $12,367	248 Added 124.0%	448 $22,000
Q3 2022 Nov 14, 2022	SELL	$48.68 - $52.54 $6,133 - $6,620	-126 Reduced 38.65%	200 $9,000
Q2 2022 Jul 22, 2022	SELL	$50.08 - $52.78 $6,710 - $7,072	-134 Reduced 29.13%	326 $0
Q1 2022 May 16, 2022	BUY	$52.72 - $55.84 $13,338 - $14,127	253 Added 122.22%	460 $24,000
Q4 2021 Feb 09, 2022	SELL	$55.82 - $56.81 $11,052 - $11,248	-198 Reduced 48.89%	207 $11,000
Q2 2021 Jul 08, 2021	BUY	$56.38 - $57.16 $394 - $400	7 Added 1.76%	405 $23,000
Q4 2020 May 19, 2021	BUY	$57.98 - $58.64 $10,030 - $10,144	173 Added 76.89%	398 $22,000
Q3 2020 Sep 07, 2021	BUY	$58.56 - $58.96 $1,464 - $1,474	25 Added 12.5%	225 $13,000
Q4 2019 Sep 07, 2021	SELL	$54.79 - $56.05 $1,862 - $1,905	-34 Reduced 14.53%	200 $11,000
Q2 2019 Sep 07, 2021	BUY	N/A	34 Added 17.0%	234 $12,000
Q2 2018 Sep 07, 2021	SELL	N/A	-200 Reduced 50.0%	200 $10,000
Q3 2016 Sep 07, 2021	SELL	N/A	-349 Reduced 46.6%	400 $22,000
Q1 2016 Sep 07, 2021	BUY	N/A	749	749 $41,000

Others Institutions Holding SCHR

# of Institutions

488

Shares Held

364M

Call Options Held

900

Put Options Held

3.05K

View Full List

About SCHWAB INTERMEDIATE-TERM US TR

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Geneos Wealth Management Inc. Schwab Intermediate Term Us Tr Transaction History