Geneos Wealth Management Inc. Schwab Intermediate Term Us Tr Transaction History

Geneos Wealth Management Inc.

  • $2.77 Billion
  • Q4 2024

A detailed history of Geneos Wealth Management Inc. transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 524 shares of SCHR stock, worth $12,780. This represents 0.0% of its overall portfolio holdings.

Number of Shares
524
Previous 262 100.0%
Holding current value
$12,780
Previous $13,000 7.69%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jan 21, 2025
BUY
$24.19 - $50.58 $6,337 - $13,251
262 Added 100.0%
524 $12,000
Q1 2024

May 03, 2024
SELL
$48.64 - $49.88 $9,047 - $9,277
-186 Reduced 41.52%
262 $12,000
Q4 2023

Jan 26, 2024
BUY
$47.09 - $49.87 $11,678 - $12,367
248 Added 124.0%
448 $22,000
Q3 2022

Nov 14, 2022
SELL
$48.68 - $52.54 $6,133 - $6,620
-126 Reduced 38.65%
200 $9,000
Q2 2022

Jul 22, 2022
SELL
$50.08 - $52.78 $6,710 - $7,072
-134 Reduced 29.13%
326 $0
Q1 2022

May 16, 2022
BUY
$52.72 - $55.84 $13,338 - $14,127
253 Added 122.22%
460 $24,000
Q4 2021

Feb 09, 2022
SELL
$55.82 - $56.81 $11,052 - $11,248
-198 Reduced 48.89%
207 $11,000
Q2 2021

Jul 08, 2021
BUY
$56.38 - $57.16 $394 - $400
7 Added 1.76%
405 $23,000
Q4 2020

May 19, 2021
BUY
$57.98 - $58.64 $10,030 - $10,144
173 Added 76.89%
398 $22,000
Q3 2020

Sep 07, 2021
BUY
$58.56 - $58.96 $1,464 - $1,474
25 Added 12.5%
225 $13,000
Q4 2019

Sep 07, 2021
SELL
$54.79 - $56.05 $1,862 - $1,905
-34 Reduced 14.53%
200 $11,000
Q2 2019

Sep 07, 2021
BUY
N/A
34 Added 17.0%
234 $12,000
Q2 2018

Sep 07, 2021
SELL
N/A
-200 Reduced 50.0%
200 $10,000
Q3 2016

Sep 07, 2021
SELL
N/A
-349 Reduced 46.6%
400 $22,000
Q1 2016

Sep 07, 2021
BUY
N/A
749
749 $41,000

Others Institutions Holding SCHR

# of Institutions
399
Shares Held
198M
Call Options Held
1.2K
Put Options Held
16.7K
View Full List

About SCHWAB INTERMEDIATE-TERM US TR

SCHR Quotes by TradingView
  • Ticker SCHR
  • Sector ETFs
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More about SCHR
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