Geneos Wealth Management Inc. Schwab Strategic Tr Us Large C Transaction History

Geneos Wealth Management Inc.

  • $2.17 Billion
  • Q1 2024

A detailed history of Geneos Wealth Management Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 3,595 shares of SCHV stock, worth $265,958. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,595
Previous 3,702 2.89%
Holding current value
$265,958
Previous $259,000 5.41%
% of portfolio
0.01%
Previous 0.01%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 03, 2024
SELL
$68.82 - $75.98 $7,363 - $8,129
-107 Reduced 2.89%
3,595 $273,000
Q4 2023

Jan 26, 2024
SELL
$61.16 - $70.24 $3,241 - $3,722
-53 Reduced 1.41%
3,702 $259,000
Q3 2023

Oct 11, 2023
BUY
$64.45 - $69.39 $54,653 - $58,842
848 Added 29.17%
3,755 $242,000
Q2 2023

Aug 08, 2023
BUY
$63.33 - $67.21 $184,100 - $195,379
2,907 New
2,907 $195,000
Q1 2022

May 16, 2022
SELL
N/A
-2,638 Closed
0 $0
Q4 2021

Feb 09, 2022
BUY
N/A
15 Added 0.57%
2,638 $193,000
Q3 2021

Nov 09, 2021
BUY
N/A
2,623 New
2,623 $179,000
Q2 2017

Sep 07, 2021
SELL
N/A
-40 Closed
0 $0
Q1 2017

Sep 07, 2021
BUY
N/A
40
40 $1,000

Others Institutions Holding SCHV

# of Institutions
787
Shares Held
102M
Call Options Held
9.1K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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