Geneos Wealth Management Inc.'s ownership history for SCHW

Geneos Wealth Management Inc. currently holds 96.5K shares with a market value of $9.1M. It started holding SCHW on 2024-12-31. At its peak, it held 105.2K shares on 2025-03-31. Its highest holding value was $10.1M on 2025-12-31. At its lowest, it held 96.5K shares on 2026-03-31, with a value of $7.3M on 2024-12-31. In the recent 180 days, Geneos Wealth Management Inc. has decreased its shares by 1.1K. In the recent year, Geneos Wealth Management Inc. has decreased its shares by 8.7K.