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

Geneos Wealth Management Inc.

  • $2.24 Billion
  • Q2 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 3,601 shares of SCHX stock, worth $243,463. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,601
Previous 3,501 2.86%
Holding current value
$243,463
Previous $217,000 6.45%
% of portfolio
0.01%
Previous 0.01%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 23, 2024
BUY
$58.7 - $64.78 $5,870 - $6,478
100 Added 2.86%
3,601 $231,000
Q1 2024

May 03, 2024
SELL
$55.41 - $62.08 $78,072 - $87,470
-1,409 Reduced 28.7%
3,501 $217,000
Q4 2023

Jan 26, 2024
BUY
$48.47 - $56.6 $3,005 - $3,509
62 Added 1.28%
4,910 $276,000
Q3 2023

Oct 11, 2023
SELL
$50.36 - $54.21 $705 - $758
-14 Reduced 0.29%
4,848 $245,000
Q1 2023

Apr 25, 2023
BUY
$44.78 - $49.41 $70,394 - $77,672
1,572 Added 47.78%
4,862 $235,000
Q4 2022

Jan 30, 2023
SELL
$42.25 - $48.16 $24,758 - $28,221
-586 Reduced 15.12%
3,290 $148,000
Q3 2022

Nov 14, 2022
SELL
$42.35 - $51.01 $19,015 - $22,903
-449 Reduced 10.38%
3,876 $164,000
Q2 2022

Jul 22, 2022
BUY
$43.35 - $54.51 $2,124 - $2,670
49 Added 1.15%
4,325 $0
Q1 2022

May 16, 2022
BUY
$49.51 - $57.27 $99,614 - $115,227
2,012 Added 88.87%
4,276 $230,000
Q4 2021

Feb 09, 2022
BUY
$51.9 - $57.29 $6,539 - $7,218
126 Added 5.89%
2,264 $257,000
Q2 2021

Jul 08, 2021
SELL
$48.62 - $52.01 $58,878 - $62,984
-1,211 Reduced 36.16%
2,138 $225,000
Q4 2020

May 19, 2021
BUY
$39.35 - $45.48 $23,334 - $26,969
593 Added 21.52%
3,349 $223,000
Q3 2020

Sep 07, 2021
BUY
$37.26 - $43.03 $13,376 - $15,447
359 Added 14.98%
2,756 $217,000
Q4 2019

Sep 07, 2021
SELL
$34.42 - $38.54 $3,442 - $3,854
-100 Reduced 4.0%
2,397 $184,000
Q2 2019

Sep 07, 2021
SELL
N/A
-60 Reduced 2.35%
2,497 $175,000
Q1 2019

Sep 07, 2021
BUY
N/A
193 Added 8.16%
2,557 $172,000
Q3 2018

Sep 07, 2021
BUY
N/A
29 Added 1.24%
2,364 $164,000
Q4 2017

Sep 07, 2021
BUY
N/A
195 Added 9.11%
2,335 $148,000
Q3 2017

Sep 07, 2021
BUY
N/A
1,050 Added 96.33%
2,140 $128,000
Q2 2017

Sep 07, 2021
BUY
N/A
590 Added 118.0%
1,090 $62,000
Q1 2016

Sep 07, 2021
BUY
N/A
500
500 $24,000

Others Institutions Holding SCHX

# of Institutions
1,314
Shares Held
447M
Call Options Held
24.7K
Put Options Held
3.6K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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