SCHWAB STRATEGIC TR

Ticker: SCHI CUSIP: 808524698 Class: 5 10YR CORP BD

Geneos Wealth Management Inc.'s Holding History (CIK: 0001764754)

Note: Option positions (PUT/CALL) are excluded.

Q1 2025
Shares 2,929 Value ($000) $66 Avg Close — Range —
Q4 2024
Shares 280 Value ($000) $6 Avg Close — Range —
Q3 2024
Shares 140 Value ($000) $6 Avg Close — Range —
Q2 2024
Shares 140 Value ($000) $6 Avg Close — Range —
Q1 2024
Shares 140 Value ($000) $6 Avg Close — Range —
Q4 2023
Shares 315 Value ($000) $14 Avg Close — Range —
Q3 2023
Shares 39 Value ($000) $2 Avg Close — Range —
Q2 2023
Shares 39 Value ($000) $2 Avg Close — Range —