Geneos Wealth Management Inc. Schwab Strategic Tr Intl Small Transaction History

Geneos Wealth Management Inc.

  • $2.77 Billion
  • Q4 2024

A detailed history of Geneos Wealth Management Inc. transactions in Schwab Strategic Tr Intl Small stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 625 shares of SCHC stock, worth $22,043. This represents 0.0% of its overall portfolio holdings.

Number of Shares
625
Previous 1,146 45.46%
Holding current value
$22,043
Previous $44,000 52.27%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
SELL
$33.93 - $38.37 $17,677 - $19,990
-521 Reduced 45.46%
625 $21,000
Q3 2024

Nov 14, 2024
BUY
$34.48 - $38.87 $19,205 - $21,650
557 Added 94.57%
1,146 $44,000
Q1 2024

May 03, 2024
BUY
$33.2 - $35.86 $17,098 - $18,467
515 Added 695.95%
589 $21,000
Q4 2023

Jan 26, 2024
BUY
$30.0 - $35.05 $2,220 - $2,593
74 New
74 $2,000
Q2 2022

Jul 22, 2022
BUY
$31.0 - $38.49 $837 - $1,039
27 New
27 $0
Q4 2016

Sep 07, 2021
SELL
N/A
-50 Closed
0 $0
Q1 2016

Sep 07, 2021
BUY
N/A
50
50 $1,000

Others Institutions Holding SCHC

# of Institutions
432
Shares Held
46.2M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR INTL SMALL

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