Schwab Charles Corp

Geneos Wealth Management Inc. SCHW

Report date

12/31/2025

Quarter

2025 Q4

Filed

1/28/2026

Shares

101,352

Value ($000)

10,126

Weight

0.2%

2016 Q1 - 2025 Q4 (40 filings)

Shares History

History scope: non-option holdings only (PUT/CALL rows excluded).

All 13F Holders	Filing date	Value ($000s)	% of Holdings	Shares	Reporting period
2025 Q4	1/28/2026	10,126	0.2%	101,352	12/31/2025
2025 Q3	10/22/2025	9,315	0.2%	97,565	9/30/2025
2025 Q2	8/18/2025	8,995	0.2%	98,584	6/30/2025
2025 Q1	5/8/2025	8,233	0.2%	105,176	3/31/2025
2024 Q4	1/21/2025	7,325	0.3%	98,978	12/31/2024
2024 Q3	11/14/2024	6,405	0.2%	98,827	9/30/2024
2024 Q2	7/23/2024	7,570	0.3%	102,733	6/30/2024
2024 Q1	5/3/2024	7,263	0.3%	100,394	3/31/2024
2023 Q4	1/26/2024	6,469	0.3%	94,030	12/31/2023
2023 Q3	10/11/2023	5,336	0.3%	97,192	9/30/2023
2023 Q2	8/8/2023	5,013	0.3%	88,443	6/30/2023
2023 Q1	4/25/2023	3,178	0.2%	60,679	3/31/2023
2022 Q4	1/31/2023	5,643	0.3%	67,770	12/31/2022
2022 Q3	11/14/2022	6,044	0.4%	84,101	9/30/2022
2022 Q2	7/22/2022	5,584	0.3%	87,361	6/30/2022
2022 Q1	5/16/2022	6,615	0.3%	78,467	3/31/2022
2021 Q4	2/9/2022	8,179	0.3%	97,220	12/31/2021
2021 Q3	11/9/2021	7,681	0.3%	103,143	9/30/2021
2021 Q2	7/8/2021	7,115	0.3%	97,737	6/30/2021
2021 Q1	6/17/2021	7,923	0.2%	112,547	3/31/2021
2020 Q4	5/19/2021	7,427	0.3%	114,976	12/31/2020
2020 Q3	9/7/2021	3,729	0.2%	106,637	9/30/2020
2020 Q2	9/7/2021	2,701	0.2%	85,077	6/30/2020
2020 Q1	9/7/2021	2,212	0.1%	65,830	3/31/2020
2019 Q4	9/7/2021	2,921	0.2%	60,427	12/31/2019
2019 Q3	9/7/2021	2,184	0.1%	52,750	9/30/2019
2019 Q2	9/7/2021	1,948	0.1%	48,389	6/30/2019
2019 Q1	9/7/2021	2,155	0.1%	50,400	3/31/2019
2018 Q4	9/7/2021	252	0.0%	6,151	12/31/2018
2018 Q3	9/7/2021	278	0.0%	5,658	9/30/2018
2018 Q2	9/7/2021	279	0.0%	5,477	6/30/2018
2018 Q1	9/7/2021	293	0.0%	5,621	3/31/2018
2017 Q4	9/7/2021	293	0.0%	5,721	12/31/2017
2017 Q3	9/7/2021	149	0.0%	3,419	9/30/2017
2017 Q2	9/7/2021	146	0.0%	3,419	6/30/2017
2017 Q1	9/7/2021	139	0.0%	3,418	3/31/2017
2016 Q4	9/7/2021	136	0.0%	3,468	12/31/2016
2016 Q3	9/7/2021	108	0.0%	3,422	9/30/2016
2016 Q2	9/7/2021	78	0.0%	3,110	6/30/2016
2016 Q1	9/7/2021	88	0.0%	3,109	3/31/2016