Geneos Wealth Management Inc.'s ownership history for SCHW

Geneos Wealth Management Inc. currently holds 97.6K shares with a market value of $9.3M. 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 $9.3M on 2025-09-30. At its lowest, it held 97.6K shares on 2025-09-30, with a value of $7.3M on 2024-12-31. In the recent 180 days, Geneos Wealth Management Inc. has decreased its shares by 7.6K.