Schwab Strategic Tr cmn shares owned by Geneos Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Geneos Wealth Management
from 13F filings
Historical chart of Geneos Wealth Management investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by Geneos Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 40k | 29.11 |
| 2025-06-30 | $16M | 573k | 27.67 |
| 2025-03-31 | $16M | 585k | 26.58 |
| 2024-12-31 | $3.3M | 128k | 26.07 |
| 2024-09-30 | $3.7M | 46k | 80.37 |
| 2024-06-30 | $341k | 4.6k | 74.07 |
| 2024-03-31 | $273k | 3.6k | 75.97 |
| 2023-12-31 | $260k | 3.7k | 70.10 |
| 2023-09-30 | $242k | 3.8k | 64.46 |
| 2023-06-30 | $195k | 2.9k | 67.08 |
| 2021-12-31 | $193k | 2.6k | 73.16 |
| 2021-09-30 | $179k | 2.6k | 68.24 |
| 2017-03-31 | $1.0k | 40 | 25.00 |