Geneos Wealth Management Inc. Schwab Us Aggregate Bond ETF Transaction History

Geneos Wealth Management Inc.

  • $3.77 Billion
  • Q3 2025

A detailed history of Geneos Wealth Management Inc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 3,196 shares of SCHZ stock, worth $74,786. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,196
Previous 3,196 -0.0%
Holding current value
$74,786
Previous $74,000 1.35%
% of portfolio
0.0%
Previous 0.0%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 18, 2025
SELL
$22.68 - $23.28 $221,288 - $227,142
-9,757 Reduced 75.33%
3,196 $74,000
Q1 2025

May 21, 2025
SELL
$22.46 - $23.26 $324,614 - $336,176
-14,453 Reduced 52.74%
12,953 $299,000
Q1 2025

May 07, 2025
BUY
$22.46 - $23.26 $113,894 - $117,951
5,071 Added 22.7%
27,406 $634,000
Q4 2024

Jan 21, 2025
BUY
$22.63 - $47.53 $171,150 - $359,469
7,563 Added 51.2%
22,335 $507,000
Q3 2024

Nov 14, 2024
SELL
$45.2 - $47.87 $19,933 - $21,110
-441 Reduced 2.9%
14,772 $701,000
Q2 2024

Jul 23, 2024
SELL
$44.66 - $45.99 $332,136 - $342,027
-7,437 Reduced 32.83%
15,213 $693,000
Q1 2024

May 03, 2024
SELL
$45.44 - $46.67 $104,739 - $107,574
-2,305 Reduced 9.24%
22,650 $1.04 Million
Q4 2023

Jan 26, 2024
SELL
$43.09 - $46.83 $203,858 - $221,552
-4,731 Reduced 15.94%
24,955 $1.16 Million
Q3 2023

Oct 11, 2023
BUY
$44.14 - $46.33 $661,702 - $694,533
14,991 Added 102.01%
29,686 $1.31 Million
Q2 2023

Aug 08, 2023
SELL
$45.86 - $47.33 $9,126 - $9,418
-199 Reduced 1.34%
14,695 $678,000
Q1 2023

Apr 25, 2023
BUY
$45.33 - $47.44 $644,320 - $674,312
14,214 Added 2090.29%
14,894 $698,000
Q4 2022

Jan 30, 2023
SELL
$44.04 - $47.03 $4,888 - $5,220
-111 Reduced 14.03%
680 $31,000
Q3 2022

Nov 14, 2022
SELL
$44.98 - $49.09 $64,321 - $70,198
-1,430 Reduced 64.39%
791 $35,000
Q2 2022

Jul 22, 2022
SELL
$46.62 - $50.36 $14,685 - $15,863
-315 Reduced 12.42%
2,221 $0
Q1 2022

May 16, 2022
SELL
$50.05 - $53.52 $750,399 - $802,425
-14,993 Reduced 85.53%
2,536 $128,000
Q4 2021

Feb 09, 2022
BUY
$53.63 - $54.52 $40,544 - $41,217
756 Added 4.51%
17,529 $944,000
Q3 2021

Nov 09, 2021
BUY
$54.26 - $55.17 $772,499 - $785,455
14,237 Added 561.4%
16,773 $911,000
Q1 2021

Jun 17, 2021
SELL
$53.75 - $55.97 $300,462 - $312,872
-5,590 Reduced 68.79%
2,536 $137,000
Q4 2020

May 19, 2021
SELL
$55.56 - $56.23 $161,179 - $163,123
-2,901 Reduced 26.31%
8,126 $438,000
Q3 2020

Sep 07, 2021
BUY
$56.07 - $56.92 $126,718 - $128,639
2,260 Added 25.78%
11,027 $619,000
Q2 2020

Sep 07, 2021
BUY
$54.35 - $56.24 $93,482 - $96,732
1,720 Added 24.41%
8,767 $492,000
Q1 2020

Sep 07, 2021
BUY
$50.33 - $56.09 $230,763 - $257,172
4,585 Added 186.23%
7,047 $385,000
Q4 2019

Sep 07, 2021
SELL
$53.21 - $54.14 $5,321 - $5,414
-100 Reduced 3.9%
2,462 $131,000
Q3 2019

Sep 07, 2021
BUY
$53.15 - $53.86 $2,391 - $2,423
45 Added 1.79%
2,562 $137,000
Q2 2019

Sep 07, 2021
BUY
N/A
85 Added 3.5%
2,517 $133,000
Q3 2018

Sep 07, 2021
BUY
N/A
51 Added 2.14%
2,432 $122,000
Q3 2017

Sep 07, 2021
BUY
N/A
1,921 Added 417.61%
2,381 $124,000
Q2 2017

Sep 07, 2021
BUY
N/A
460
460 $24,000

Others Institutions Holding SCHZ

# of Institutions
712
Shares Held
176M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB US AGGREGATE BOND ETF

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