Schwab Strategic Tr us reit etf shares owned by Geneos Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr us reit etf (SCHH) shares owned by Geneos Wealth Management
from 13F filings
Historical chart of Geneos Wealth Management investment in Schwab Strategic Tr us reit etf
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Quarterly reported holdings in Schwab Strategic Tr us reit etf by Geneos Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.1M | 101k | 20.30 |
| 2023-12-31 | $2.2M | 106k | 20.71 |
| 2023-09-30 | $1.9M | 108k | 17.75 |
| 2023-06-30 | $2.1M | 109k | 19.53 |
| 2023-03-31 | $2.5M | 128k | 19.50 |
| 2022-12-31 | $3.0M | 157k | 19.29 |
| 2022-09-30 | $2.8M | 149k | 18.69 |
| 2022-06-30 | $3.2M | 151k | 21.46 |
| 2022-03-31 | $3.8M | 151k | 24.89 |
| 2021-12-31 | $3.9M | 74k | 52.68 |
| 2021-09-30 | $3.4M | 73k | 46.26 |
| 2021-06-30 | $3.4M | 73k | 46.15 |
| 2021-03-31 | $3.1M | 71k | 44.38 |
| 2020-12-31 | $2.9M | 71k | 41.38 |
| 2020-09-30 | $2.2M | 64k | 34.81 |
| 2020-06-30 | $2.0M | 59k | 34.17 |
| 2020-03-31 | $1.4M | 44k | 33.01 |
| 2019-12-31 | $49k | 1.1k | 44.83 |
| 2019-09-30 | $53k | 1.1k | 46.78 |
| 2019-06-30 | $50k | 1.1k | 44.13 |
| 2019-03-31 | $50k | 1.1k | 44.13 |
| 2018-12-31 | $41k | 1.1k | 37.79 |
| 2018-09-30 | $58k | 1.4k | 41.43 |
| 2018-06-30 | $64k | 1.5k | 41.69 |
| 2018-03-31 | $41k | 1.1k | 37.79 |
| 2017-12-31 | $45k | 1.1k | 41.47 |
| 2017-09-30 | $39k | 950 | 41.05 |
| 2017-06-30 | $4.0k | 100 | 40.00 |
| 2017-03-31 | $4.0k | 100 | 40.00 |
| 2016-12-31 | $6.0k | 167 | 35.93 |
| 2016-09-30 | $2.0k | 67 | 29.85 |
| 2016-06-30 | $2.0k | 67 | 29.85 |
| 2016-03-31 | $2.0k | 67 | 29.85 |
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