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

Geneos Wealth Management’s Portfolio SCHI Stock Details SCHI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-2,929	Closed	-$65.8K	–	3205
2025 Q1	$65.8K	Buy	2,929 +2,649	+946%	+$58.9K	﹤0.01%	1338
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%	-$7.77K	﹤0.01%	1667
2023 Q4	$14.2K	Buy	630 +552	+708%	+$11.8K	﹤0.01%	1457
2023 Q3	$1.65K	Hold	78	–	–	﹤0.01%	1963
2023 Q2	$1.72K	Buy	+78	New	+$1.73K	﹤0.01%	1949

Other funds holding SCHI

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

SLWA

San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return

LAM

L2 Asset Management Wayland, Massachusetts $963M AUM 38.06% 1-Year Est. Return

Geneos Wealth Management's SCHI Position: Q2 2025 in Review

Geneos Wealth Management sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q2 2025, closing a stake of 2,929 shares — an estimated $65.8K sold.

Geneos Wealth Management first reported a position in SCHI in Q2 2023 and held it in 8 quarters. The position peaked at $65.8K in Q1 2025. 226 funds tracked by Wall St. Rank hold SCHI as of Q2 2025.

Geneos Wealth Management reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
Geneos Wealth Management sold 2,929 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2025, an estimated $65.8K.
Geneos Wealth Management first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q2 2023 and held it in 8 quarters.
Geneos Wealth Management's Schwab 5-10 Year Corporate Bond ETF position peaked at $65.8K in Q1 2025.
226 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2025.

Based on Geneos Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.