Geneos Wealth Management’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,858
| Closed | -$132K | – | 3214 |
|
|
2025
Q1 | $132K | Buy |
5,858
+5,578
| +1,992% | +$125K | ﹤0.01% | 1416 |
|
|
2024
Q4 | $6.18K | Hold |
280
| – | – | ﹤0.01% | 2250 |
|
|
2024
Q3 | $6.46K | Hold |
280
| – | – | ﹤0.01% | 1984 |
|
|
2024
Q2 | $6.17K | Hold |
280
| – | – | ﹤0.01% | 1674 |
|
|
2024
Q1 | $6.23K | Sell |
280
-350
| -56% | -$7.79K | ﹤0.01% | 1667 |
|
|
2023
Q4 | $14.2K | Buy |
630
+552
| +708% | +$12.4K | ﹤0.01% | 1457 |
|
|
2023
Q3 | $1.65K | Hold |
78
| – | – | ﹤0.01% | 1963 |
|
|
2023
Q2 | $1.72K | Buy |
+78
| New | +$1.72K | ﹤0.01% | 1949 |
|