Geneos Wealth Management’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$132K Buy
2024
Q4
$6.18K Hold
2024
Q3
$6.46K Hold
2024
Q2
$6.17K Hold
2024
Q1
$6.23K Sell
2023
Q4
$14.2K Buy
2023
Q3
$1.65K Hold
2023
Q2
$1.72K Buy