SCHWAB STRATEGIC TR

Ticker: FNDX CUSIP: 808524771 Class: FUNDAMENTAL US L

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

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

Q4 2025
Shares 5,832 Value ($000) $159 Avg Close Range
Q3 2025
Shares 5,832 Value ($000) $153 Avg Close Range
Q2 2025
Shares 5,832 Value ($000) $143 Avg Close Range
Q1 2025
Shares 6,063 Value ($000) $143 Avg Close Range
Q4 2024
Shares 5,082 Value ($000) $120 Avg Close Range
Q3 2024
Shares 364 Value ($000) $26 Avg Close Range
Q2 2024
Shares 364 Value ($000) $24 Avg Close Range
Q1 2024
Shares 391 Value ($000) $26 Avg Close Range
Q4 2023
Shares 104 Value ($000) $6 Avg Close Range
Q3 2023
Shares 27 Value ($000) $2 Avg Close Range
Q2 2023
Shares 27 Value ($000) $2 Avg Close Range
Q1 2023
Shares 27 Value ($000) $1 Avg Close Range
Q4 2022
Shares 27 Value ($000) $1 Avg Close Range
Q3 2022
Shares 27 Value ($000) $1 Avg Close Range
Q2 2022
Shares 86 Value ($000) $4 Avg Close Range
Q1 2022
Shares 2,701 Value ($000) $158 Avg Close Range
Q4 2021
Shares 2,701 Value ($000) $158 Avg Close Range
Q3 2021
Shares 2,701 Value ($000) $147 Avg Close Range
Q2 2021
Shares 2,701 Value ($000) $149 Avg Close Range
Q1 2021
Shares 2,674 Value ($000) $143 Avg Close Range
Q4 2020
Shares 2,674 Value ($000) $138 Avg Close Range
Q3 2020
Shares 2,674 Value ($000) $101 Avg Close Range
Q2 2020
Shares 2,674 Value ($000) $95 Avg Close Range
Q1 2020
Shares 2,674 Value ($000) $82 Avg Close Range
Q4 2019
Shares 2,674 Value ($000) $114 Avg Close Range
Q3 2019
Shares 2,674 Value ($000) $105 Avg Close Range
Q2 2019
Shares 2,674 Value ($000) $104 Avg Close Range