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

Geneos Wealth Management Inc.

  • $2.88 Billion
  • Q1 2025

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 584,565 shares of SCHV stock, worth $15.7 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares
584,565
Previous 671,238 12.91%
Holding current value
$15.7 Million
Previous $17.8 Million 12.91%
% of portfolio
0.54%
Previous 0.49%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 21, 2025
SELL
$25.77 - $27.6 $2.23 Million - $2.39 Million
-86,673 Reduced 12.91%
584,565 $15.5 Million
Q1 2025

May 07, 2025
BUY
$25.77 - $27.6 $14 Million - $15 Million
543,091 Added 423.8%
671,238 $17.8 Million
Q4 2024

Jan 21, 2025
BUY
$25.79 - $80.4 $2.13 Million - $6.63 Million
82,455 Added 180.46%
128,147 $3.34 Million
Q3 2024

Nov 14, 2024
BUY
$73.43 - $80.37 $3.02 Million - $3.3 Million
41,087 Added 892.23%
45,692 $3.67 Million
Q2 2024

Jul 23, 2024
BUY
$71.74 - $75.86 $72,457 - $76,618
1,010 Added 28.09%
4,605 $341,000
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
$67.71 - $74.19 $178,618 - $195,713
-2,638 Closed
0 $0
Q4 2021

Feb 09, 2022
BUY
$67.9 - $73.3 $1,018 - $1,099
15 Added 0.57%
2,638 $193,000
Q3 2021

Nov 09, 2021
BUY
$66.91 - $71.05 $175,504 - $186,364
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
923
Shares Held
335M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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