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

Geneos Wealth Management Inc.

$3.77 Billion
Q3 2025

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 616 shares of SCHC stock, worth $27,744. This represents 0.0% of its overall portfolio holdings.

Number of Shares

616

Previous 652 5.52%

Holding current value

$27,744

Previous $27,000 3.7%

% of portfolio

0.0%

Previous 0.0%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 22, 2025	SELL	$42.28 - $45.71 $1,522 - $1,645	-36 Reduced 5.52%	616 $28,000
Q2 2025 Aug 18, 2025	SELL	$32.41 - $42.59 $5,088 - $6,686	-157 Reduced 19.41%	652 $27,000
Q1 2025 May 21, 2025	SELL	$33.57 - $37.22 $1,208 - $1,339	-36 Reduced 4.26%	809 $29,000
Q1 2025 May 07, 2025	BUY	$33.57 - $37.22 $7,385 - $8,188	220 Added 35.2%	845 $30,000
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

512

Shares Held

45M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR INTL SMALL

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