Geneos Wealth Management Inc. Schwab Charles Corp Transaction History

Geneos Wealth Management Inc.

  • $3.77 Billion
  • Q3 2025

A detailed history of Geneos Wealth Management Inc. transactions in Schwab Charles Corp stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 97,565 shares of SCHW stock, worth $8.97 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
97,565
Previous 98,584 1.03%
Holding current value
$8.97 Million
Previous $8.99 Million 3.56%
% of portfolio
0.25%
Previous 0.23%

Shares

39 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 22, 2025
SELL
$91.03 - $98.69 $92,759 - $100,565
-1,019 Reduced 1.03%
97,565 $9.31 Million
Q2 2025

Aug 18, 2025
BUY
$69.06 - $91.24 $310,839 - $410,671
4,501 Added 4.78%
98,584 $8.99 Million
Q1 2025

May 21, 2025
SELL
$71.24 - $83.64 $790,265 - $927,818
-11,093 Reduced 10.55%
94,083 $7.36 Million
Q1 2025

May 07, 2025
BUY
$71.24 - $83.64 $441,545 - $518,400
6,198 Added 6.26%
105,176 $8.23 Million
Q4 2024

Jan 21, 2025
BUY
$63.31 - $82.85 $9,559 - $12,510
151 Added 0.15%
98,978 $7.33 Million
Q3 2024

Nov 14, 2024
SELL
$61.74 - $76.08 $241,156 - $297,168
-3,906 Reduced 3.8%
98,827 $6.4 Million
Q2 2024

Jul 23, 2024
BUY
$70.03 - $78.9 $163,800 - $184,547
2,339 Added 2.33%
102,733 $7.57 Million
Q1 2024

May 03, 2024
BUY
$61.89 - $72.38 $393,867 - $460,626
6,364 Added 6.77%
100,394 $7.26 Million
Q4 2023

Jan 26, 2024
SELL
$49.33 - $70.98 $155,981 - $224,438
-3,162 Reduced 3.25%
94,030 $6.47 Million
Q3 2023

Oct 11, 2023
BUY
$54.2 - $67.94 $474,195 - $594,407
8,749 Added 9.89%
97,192 $5.34 Million
Q2 2023

Aug 08, 2023
BUY
$47.37 - $57.14 $1.32 Million - $1.59 Million
27,764 Added 45.76%
88,443 $5.01 Million
Q1 2023

Apr 25, 2023
SELL
$51.91 - $85.6 $368,093 - $606,989
-7,091 Reduced 10.46%
60,679 $3.18 Million
Q4 2022

Jan 30, 2023
SELL
$67.43 - $83.26 $1.1 Million - $1.36 Million
-16,331 Reduced 19.42%
67,770 $5.64 Million
Q3 2022

Nov 14, 2022
SELL
$21.16 - $74.92 $68,981 - $244,239
-3,260 Reduced 3.73%
84,101 $6.04 Million
Q2 2022

Jul 22, 2022
BUY
$59.99 - $83.83 $533,551 - $745,584
8,894 Added 11.33%
87,361 $5.52 Million
Q1 2022

May 16, 2022
SELL
$75.69 - $95.53 $1.42 Million - $1.79 Million
-18,753 Reduced 19.29%
78,467 $6.62 Million
Q4 2021

Feb 09, 2022
SELL
$73.23 - $85.82 $433,741 - $508,311
-5,923 Reduced 5.74%
97,220 $8.18 Million
Q3 2021

Nov 09, 2021
BUY
$66.68 - $77.38 $360,472 - $418,316
5,406 Added 5.53%
103,143 $7.68 Million
Q2 2021

Jul 08, 2021
SELL
$63.69 - $76.01 $943,248 - $1.13 Million
-14,810 Reduced 13.16%
97,737 $7.12 Million
Q1 2021

Jun 17, 2021
SELL
$51.54 - $67.65 $125,190 - $164,321
-2,429 Reduced 2.11%
112,547 $7.92 Million
Q4 2020

May 19, 2021
BUY
$36.75 - $53.04 $306,458 - $442,300
8,339 Added 7.82%
114,976 $7.43 Million
Q3 2020

Sep 07, 2021
BUY
$33.02 - $36.28 $711,911 - $782,196
21,560 Added 25.34%
106,637 $3.73 Million
Q2 2020

Sep 07, 2021
BUY
$31.75 - $42.82 $611,092 - $824,156
19,247 Added 29.24%
85,077 $2.7 Million
Q1 2020

Sep 07, 2021
BUY
$28.43 - $49.0 $153,607 - $264,747
5,403 Added 8.94%
65,830 $2.21 Million
Q4 2019

Sep 07, 2021
BUY
$35.1 - $51.07 $269,462 - $392,064
7,677 Added 14.55%
60,427 $2.92 Million
Q3 2019

Sep 07, 2021
BUY
$36.12 - $44.28 $157,519 - $193,105
4,361 Added 9.01%
52,750 $2.18 Million
Q2 2019

Sep 07, 2021
SELL
$39.15 - $46.26 $78,730 - $93,028
-2,011 Reduced 3.99%
48,389 $1.95 Million
Q1 2019

Sep 07, 2021
BUY
$40.72 - $47.98 $1.8 Million - $2.12 Million
44,249 Added 719.38%
50,400 $2.16 Million
Q4 2018

Sep 07, 2021
BUY
$38.25 - $52.17 $18,857 - $25,719
493 Added 8.71%
6,151 $252,000
Q3 2018

Sep 07, 2021
BUY
$49.15 - $54.22 $8,896 - $9,813
181 Added 3.3%
5,658 $278,000
Q2 2018

Sep 07, 2021
SELL
$50.11 - $59.59 $7,215 - $8,580
-144 Reduced 2.56%
5,477 $279,000
Q1 2018

Sep 07, 2021
SELL
$48.9 - $57.76 $4,890 - $5,776
-100 Reduced 1.75%
5,621 $293,000
Q4 2017

Sep 07, 2021
BUY
$43.27 - $52.28 $99,607 - $120,348
2,302 Added 67.33%
5,721 $293,000
Q2 2017

Sep 07, 2021
BUY
N/A
1 Added 0.03%
3,419 $146,000
Q1 2017

Sep 07, 2021
SELL
N/A
-50 Reduced 1.44%
3,418 $139,000
Q4 2016

Sep 07, 2021
BUY
N/A
46 Added 1.34%
3,468 $136,000
Q3 2016

Sep 07, 2021
BUY
N/A
312 Added 10.03%
3,422 $108,000
Q2 2016

Sep 07, 2021
BUY
N/A
1 Added 0.03%
3,110 $78,000
Q1 2016

Sep 07, 2021
BUY
N/A
3,109
3,109 $88,000

Others Institutions Holding SCHW

# of Institutions
2,513
Shares Held
1.42B
Call Options Held
15.4M
Put Options Held
19.1M
View Full List

About SCHWAB CHARLES CORP

SCHW Quotes by TradingView
  • Ticker SCHW
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 1,817,789,952
  • Market Cap $167B
  • Description
  • The Charles Schwab Corporation, together with its subsidiaries, provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. The company operates in two segments, Investor Services and Advisor Services. The Investor Services segment provides retail brokerage, investment advisory, banking ...
More about SCHW
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