Geneos Wealth Management’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $9.31M | Sell |
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|
2025
Q2 | $8.99M | Sell |
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|
2025
Q1 | $15.6M | Buy |
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|
2024
Q4 | $7.33M | Buy |
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|
2024
Q3 | $6.4M | Sell |
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|
2024
Q2 | $7.57M | Buy |
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|
2024
Q1 | $7.26M | Buy |
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|
2023
Q4 | $6.47M | Sell |
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|
2023
Q3 | $5.34M | Buy |
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|
2023
Q2 | $5.01M | Buy |
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|
2023
Q1 | $3.18M | Sell |
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|
2022
Q4 | $5.64M | Sell |
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|
2022
Q3 | $6.04M | Sell |
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|
2022
Q2 | $5.58M | Buy |
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|
2022
Q1 | $6.62M | Sell |
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|
2021
Q4 | $8.18M | Sell |
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|
2021
Q3 | $7.68M | Buy |
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|
2021
Q2 | $7.12M | Sell |
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|
2021
Q1 | $7.92M | Sell |
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|
2020
Q4 | $7.43M | Buy |
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|
2020
Q3 | $3.73M | Buy |
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|
2020
Q2 | $2.7M | Buy |
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|
2020
Q1 | $2.21M | Buy |
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|
2019
Q4 | $2.92M | Buy |
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|
2019
Q3 | $2.18M | Buy |
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|
2019
Q2 | $1.95M | Sell |
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|
2019
Q1 | $2.15M | Buy |
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|
2018
Q4 | $252K | Buy |
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|
2018
Q3 | $278K | Buy |
|
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|
2018
Q2 | $279K | Sell |
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|
2018
Q1 | $293K | Sell |
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|
2017
Q4 | $293K | Buy |
|
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|
2017
Q3 | $149K | Hold |
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|
2017
Q2 | $146K | Buy |
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|
2017
Q1 | $139K | Sell |
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|
2016
Q4 | $136K | Buy |
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|
2016
Q3 | $108K | Buy |
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|
2016
Q2 | $78K | Buy |
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|
2016
Q1 | $88K | Buy |
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