Geneos Wealth Management Inc. Schwab Strategic Us Tips ETF Transaction History

Geneos Wealth Management Inc.

  • $2.77 Billion
  • Q4 2024

A detailed history of Geneos Wealth Management Inc. transactions in Schwab Strategic Us Tips ETF stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 28,818 shares of SCHP stock, worth $757,913. This represents 0.03% of its overall portfolio holdings.

Number of Shares
28,818
Previous 19,673 46.49%
Holding current value
$757,913
Previous $1.06 Million 29.48%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Jan 21, 2025
BUY
$25.74 - $53.78 $235,392 - $491,818
9,145 Added 46.49%
28,818 $744,000
Q3 2024

Nov 14, 2024
BUY
$51.58 - $53.79 $1.01 Million - $1.06 Million
19,643 Added 65476.67%
19,673 $1.06 Million
Q1 2024

May 03, 2024
SELL
$51.32 - $52.45 $8,878 - $9,073
-173 Reduced 85.22%
30 $1,000
Q4 2023

Jan 26, 2024
BUY
$49.69 - $52.46 $4,024 - $4,249
81 Added 66.39%
203 $10,000
Q3 2023

Oct 11, 2023
BUY
$50.37 - $52.48 $4,634 - $4,828
92 Added 306.67%
122 $6,000
Q2 2023

Aug 08, 2023
SELL
$52.18 - $54.02 $1,043 - $1,080
-20 Reduced 40.0%
30 $1,000
Q3 2022

Nov 14, 2022
SELL
$51.8 - $57.88 $2,175 - $2,430
-42 Reduced 45.65%
50 $2,000
Q2 2022

Jul 22, 2022
SELL
$55.59 - $60.15 $10,895 - $11,789
-196 Reduced 68.06%
92 $0
Q1 2022

May 16, 2022
SELL
$59.94 - $62.99 $73,006 - $76,721
-1,218 Reduced 80.88%
288 $17,000
Q4 2021

Feb 09, 2022
SELL
$62.25 - $63.89 $67,541 - $69,320
-1,085 Reduced 41.88%
1,506 $94,000
Q3 2021

Nov 09, 2021
BUY
$62.25 - $63.89 $24,526 - $25,172
394 Added 17.93%
2,591 $161,000
Q2 2021

Jul 08, 2021
BUY
$61.03 - $62.53 $3,051 - $3,126
50 Added 2.33%
2,197 $137,000
Q4 2020

May 19, 2021
BUY
$60.73 - $62.08 $65,952 - $67,418
1,086 Added 102.36%
2,147 $131,000
Q3 2020

Sep 07, 2021
BUY
$60.05 - $61.93 $49,421 - $50,968
823 Added 345.8%
1,061 $65,000
Q2 2019

Sep 07, 2021
BUY
N/A
238 New
238 $13,000
Q4 2018

Sep 07, 2021
SELL
N/A
-300 Closed
0 $0
Q1 2018

Sep 07, 2021
BUY
N/A
300 New
300 $16,000

Others Institutions Holding SCHP

# of Institutions
709
Shares Held
277M
Call Options Held
114K
Put Options Held
1.3K
View Full List

About SCHWAB STRATEGIC US TIPS ETF

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