Geneos Wealth Management Inc. Schwab Short Term Us Treasury Transaction History

Geneos Wealth Management Inc.

  • $2.77 Billion
  • Q4 2024

A detailed history of Geneos Wealth Management Inc. transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 26,842 shares of SCHO stock, worth $650,650. This represents 0.02% of its overall portfolio holdings.

Number of Shares
26,842
Previous 14,708 82.5%
Holding current value
$650,650
Previous $720,000 10.42%
% of portfolio
0.02%
Previous 0.03%

Shares

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

Jan 21, 2025
BUY
$24.06 - $48.88 $291,944 - $593,109
12,134 Added 82.5%
26,842 $645,000
Q3 2024

Nov 14, 2024
BUY
$47.93 - $49.06 $702,893 - $719,464
14,665 Added 34104.65%
14,708 $720,000
Q1 2024

May 03, 2024
SELL
$48.05 - $48.63 $2,979 - $3,015
-62 Reduced 59.05%
43 $2,000
Q4 2023

Jan 26, 2024
BUY
$47.66 - $48.45 $2,954 - $3,003
62 Added 144.19%
105 $5,000
Q2 2023

Aug 08, 2023
SELL
$48.06 - $48.89 $39,505 - $40,187
-822 Reduced 95.03%
43 $2,000
Q1 2023

Apr 25, 2023
BUY
$47.8 - $49.0 $39,291 - $40,278
822 Added 1911.63%
865 $42,000
Q3 2022

Nov 14, 2022
BUY
$48.15 - $49.37 $2,070 - $2,122
43 New
43 $2,000
Q2 2022

Jul 22, 2022
SELL
$48.73 - $49.59 $21,489 - $21,869
-441 Closed
0 $0
Q1 2022

May 16, 2022
BUY
$49.47 - $50.82 $21,816 - $22,411
441 New
441 $21,000
Q4 2021

Feb 09, 2022
SELL
$50.83 - $51.21 $5,083 - $5,121
-100 Closed
0 $0
Q4 2020

May 19, 2021
SELL
$51.37 - $51.48 $10,222 - $10,244
-199 Reduced 66.56%
100 $5,000
Q3 2020

Sep 07, 2021
BUY
$51.49 - $51.63 $2,214 - $2,220
43 Added 16.8%
299 $15,000
Q1 2020

Sep 07, 2021
SELL
$50.48 - $51.73 $866,085 - $887,531
-17,157 Reduced 98.53%
256 $13,000
Q4 2019

Sep 07, 2021
BUY
$50.38 - $50.71 $869,357 - $875,051
17,256 Added 10991.08%
17,413 $878,000
Q2 2019

Sep 07, 2021
SELL
N/A
-9,751 Reduced 98.42%
157 $7,000
Q1 2019

Sep 07, 2021
SELL
N/A
-848 Reduced 7.88%
9,908 $497,000
Q4 2018

Sep 07, 2021
BUY
N/A
10,656 Added 10656.0%
10,756 $536,000
Q3 2018

Sep 07, 2021
SELL
N/A
-344 Reduced 77.48%
100 $4,000
Q2 2018

Sep 07, 2021
BUY
N/A
444 New
444 $22,000

Others Institutions Holding SCHO

# of Institutions
664
Shares Held
344M
Call Options Held
56.5K
Put Options Held
44.6K
View Full List

About SCHWAB SHORT-TERM US TREASURY

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