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

Geneos Wealth Management Inc.

$3.77 Billion
Q3 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 11,138 shares of SCHX stock, worth $295,602. This represents 0.01% of its overall portfolio holdings.

Number of Shares

11,138

Previous 392,289 97.16%

Holding current value

$295,602

Previous $9.59 Million 96.94%

% of portfolio

0.01%

Previous 0.24%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 22, 2025	SELL	$24.46 - $26.5 $9.32 Million - $10.1 Million	-381,151 Reduced 97.16%	11,138 $293,000
Q2 2025 Aug 18, 2025	BUY	$19.6 - $24.44 $101,449 - $126,501	5,176 Added 1.34%	392,289 $9.59 Million
Q1 2025 May 21, 2025	SELL	$21.75 - $24.28 $1.88 Million - $2.1 Million	-86,401 Reduced 18.25%	387,113 $8.55 Million
Q1 2025 May 07, 2025	BUY	$21.75 - $24.28 $7.8 Million - $8.7 Million	358,454 Added 311.54%	473,514 $10.5 Million
Q4 2024 Jan 21, 2025	BUY	$22.4 - $68.28 $1.56 Million - $4.76 Million	69,676 Added 153.53%	115,060 $2.67 Million

Q3 2024 Nov 14, 2024	BUY	$61.11 - $67.85 $2.55 Million - $2.83 Million	41,783 Added 1160.32%	45,384 $3.08 Million
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

1,631

Shares Held

1.14B

Call Options Held

64.2K

Put Options Held

12K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHX
Sector ETFs
Industry ETFs

More about SCHX

Track This Portfolio

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.

Account

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