Geneos Wealth Management’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$24.8K	Sell	1,000 -1,224	-55%	-$30.4K	﹤0.01%	1927
2025 Q1	$54.8K	Buy	+2,224	New	+$54.8K	﹤0.01%	1877
2024 Q1	–	Sell	-112	Closed	-$2.71K	–	2208
2023 Q4	$2.71K	Buy	+112	New	+$2.71K	﹤0.01%	1862