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Schwab Strategic Tr us dividend eq shares owned by Geneos Wealth Management

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Geneos Wealth Management from 13F filings

Historical chart of Geneos Wealth Management investment in Schwab Strategic Tr us dividend eq

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us dividend eq 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 us dividend eq by Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.7M 99k 27.30
2025-06-30 $2.6M 97k 26.50
2025-03-31 $2.3M 82k 27.96
2024-12-31 $2.0M 73k 27.32
2024-09-30 $2.0M 24k 84.53
2024-06-30 $1.8M 24k 77.76
2024-03-31 $1.8M 23k 80.63
2023-12-31 $2.5M 32k 76.13
2023-09-30 $5.0M 71k 70.76
2023-06-30 $5.1M 70k 72.62
2023-03-31 $2.9M 40k 73.16
2022-12-31 $17M 227k 75.54
2022-09-30 $13M 188k 66.43
2022-06-30 $13M 183k 72.17
2022-03-31 $14M 172k 78.89
2021-12-31 $11M 139k 80.89
2021-09-30 $15M 203k 75.28
2021-06-30 $15M 198k 76.07
2021-03-31 $15M 198k 74.56
2020-12-31 $15M 206k 73.35
2020-09-30 $11M 211k 54.30
2020-06-30 $181k 3.6k 49.85
2020-03-31 $267k 6.0k 44.40
2019-12-31 $11M 190k 58.15
2019-09-30 $9.9M 182k 54.51
2019-06-30 $9.7M 184k 53.07
2019-03-31 $9.5M 182k 52.28
2018-12-31 $8.8M 188k 46.58
2018-09-30 $10M 189k 53.24
2018-06-30 $9.5M 192k 49.29
2018-03-31 $9.6M 196k 49.03
2017-12-31 $10M 201k 51.17
2017-09-30 $9.4M 202k 46.79
2017-06-30 $9.4M 205k 46.10
2017-03-31 $9.4M 211k 44.58
2016-12-31 $167k 3.8k 43.44
2016-09-30 $162k 3.8k 42.14
2016-06-30 $159k 3.8k 41.36
2016-03-31 $138k 3.4k 40.19

More positions owned by Geneos Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Spdr S P 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Min Vol (USMV)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Ishares Tr Core S&p Ttl Stk (ITOT)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Russell 3000 Etf (IWV)
Norfolk Southern (NSC)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core Msci Total (IXUS)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
NVIDIA Corporation (NVDA)

View all positions for Geneos Wealth Management

Top funds holding Schwab Strategic Tr us dividend eq

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View all funds holding Schwab Strategic Tr us dividend eq