Geneos Wealth Management’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-89
Closed -$2.82K 2160
2023
Q3
$2.82K Hold
89
﹤0.01% 1871
2023
Q2
$3.23K Buy
+89
New +$3.23K ﹤0.01% 1841