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Schwab Strategic Tr schwab fdt us bm shares owned by Geneos Wealth Management

Quarter-by-quarter ownership of Schwab Strategic Tr schwab fdt us bm (FNDB) shares owned by Geneos Wealth Management from 13F filings

Historical chart of Geneos Wealth Management investment in Schwab Strategic Tr schwab fdt us bm

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr schwab fdt us bm held by Geneos Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr schwab fdt us bm by Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.6k 26 61.77
2023-09-30 $1.3k 24 55.46
2023-06-30 $911 16 56.94
2023-03-31 $866 16 54.13
2022-12-31 $842 16 52.63
2022-09-30 $0 16 0.00
2022-06-30 $0 16 0.00
2021-09-30 $18k 334 53.89