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

Geneos Wealth Management’s Portfolio SCHJ Stock Details SCHJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$24.7K Hold
1,000
– – ﹤0.01% 1728
2026
Q1 		$24.7K Hold
1,000
– – ﹤0.01% 1697
2025
Q4 		$24.9K Hold
1,000
– – ﹤0.01% 1654
2025
Q3 		$24.9K Hold
1,000
– – ﹤0.01% 1644
2025
Q2 		$24.8K Sell
1,000
-1,224
-55% -$30.1K ﹤0.01% 1927
2025
Q1 		$54.8K Buy
+2,224
New +$54.5K ﹤0.01% 1877
2024
Q1 		– Sell
-112
Closed -$2.71K – 2208
2023
Q4 		$2.71K Buy
+112
New +$2.65K ﹤0.01% 1862

Other funds holding SCHJ

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HIC
Hamrick Investment Counsel Seattle, Washington $151M AUM
HIC
Hartline Investment Corp Winnetka, Illinois $1.15B AUM 65.07% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return
WWWM
White Wing Wealth Management The Wodlands, Texas $192M AUM 23.21% 1-Year Est. Return
SWA
Sightline Wealth Advisors Groton, Connecticut $273M AUM 18.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $374M AUM 21.53% 1-Year Est. Return

Geneos Wealth Management's SCHJ Position: Q2 2026 in Review

Geneos Wealth Management held its Schwab 1-5 Year Corporate Bond ETF (SCHJ) position steady in Q2 2026 at 1,000 shares worth $24.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1728.

Geneos Wealth Management first reported a position in SCHJ in Q4 2023 and has held it in 7 quarters since. The position peaked at $54.8K in Q1 2025. 153 funds tracked by Wall St. Rank hold SCHJ as of Q2 2026.

  • Geneos Wealth Management held 1,000 shares of Schwab 1-5 Year Corporate Bond ETF worth $24.7K as of Q2 2026.
  • Geneos Wealth Management left its Schwab 1-5 Year Corporate Bond ETF share count unchanged in Q2 2026.
  • Schwab 1-5 Year Corporate Bond ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1728 holding.
  • Geneos Wealth Management first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q4 2023 and has held it in 7 quarters since.
  • Geneos Wealth Management's Schwab 1-5 Year Corporate Bond ETF position peaked at $54.8K in Q1 2025.
  • 153 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.