Charles Schwab Corporation shares owned by Geneos Wealth Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Geneos Wealth Management
from 13F filings
Historical chart of Geneos Wealth Management investment in Charles Schwab Corporation
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by Geneos Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Charles Schwab Corporation by Geneos Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.3M | 98k | 95.47 |
| 2025-06-30 | $9.0M | 99k | 91.24 |
| 2025-03-31 | $8.2M | 105k | 78.28 |
| 2024-12-31 | $7.3M | 99k | 74.01 |
| 2024-09-30 | $6.4M | 99k | 64.81 |
| 2024-06-30 | $7.6M | 103k | 73.69 |
| 2024-03-31 | $7.3M | 100k | 72.34 |
| 2023-12-31 | $6.5M | 94k | 68.80 |
| 2023-09-30 | $5.3M | 97k | 54.90 |
| 2023-06-30 | $5.0M | 88k | 56.68 |
| 2023-03-31 | $3.2M | 61k | 52.38 |
| 2022-12-31 | $5.6M | 68k | 83.26 |
| 2022-09-30 | $6.0M | 84k | 71.87 |
| 2022-06-30 | $5.6M | 87k | 63.92 |
| 2022-03-31 | $6.6M | 79k | 84.30 |
| 2021-12-31 | $8.2M | 97k | 84.13 |
| 2021-09-30 | $7.7M | 103k | 74.47 |
| 2021-06-30 | $7.1M | 98k | 72.80 |
| 2021-03-31 | $7.9M | 113k | 70.40 |
| 2020-12-31 | $7.4M | 115k | 64.60 |
| 2020-09-30 | $3.7M | 107k | 34.97 |
| 2020-06-30 | $2.7M | 85k | 31.75 |
| 2020-03-31 | $2.2M | 66k | 33.60 |
| 2019-12-31 | $2.9M | 60k | 48.34 |
| 2019-09-30 | $2.2M | 53k | 41.40 |
| 2019-06-30 | $1.9M | 48k | 40.26 |
| 2019-03-31 | $2.2M | 50k | 42.76 |
| 2018-12-31 | $252k | 6.2k | 40.97 |
| 2018-09-30 | $278k | 5.7k | 49.13 |
| 2018-06-30 | $279k | 5.5k | 50.94 |
| 2018-03-31 | $293k | 5.6k | 52.13 |
| 2017-12-31 | $293k | 5.7k | 51.21 |
| 2017-09-30 | $149k | 3.4k | 43.58 |
| 2017-06-30 | $146k | 3.4k | 42.70 |
| 2017-03-31 | $139k | 3.4k | 40.67 |
| 2016-12-31 | $136k | 3.5k | 39.22 |
| 2016-09-30 | $108k | 3.4k | 31.56 |
| 2016-06-30 | $78k | 3.1k | 25.08 |
| 2016-03-31 | $88k | 3.1k | 28.30 |