GWM
SCHQ

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

Geneos Wealth Management’s Portfolio SCHQ Stock Details SCHQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value 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 +$3.26K ﹤0.01% 1841

Other funds holding SCHQ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return
NCM
Northwest Capital Management Lake Oswego, Oregon $23.1M AUM 13.6% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geneos Wealth Management's SCHQ Position: Q4 2023 in Review

Geneos Wealth Management sold out of Schwab Long-Term US Treasury ETF (SCHQ) in Q4 2023, closing a stake of 89 shares — an estimated $2.82K sold.

Geneos Wealth Management first reported a position in SCHQ in Q2 2023 and held it in 2 quarters. The position peaked at $3.23K in Q2 2023. 94 funds tracked by Wall St. Rank hold SCHQ as of Q4 2023.

  • Geneos Wealth Management reported no remaining Schwab Long-Term US Treasury ETF position as of Q4 2023 after selling out during the quarter.
  • Geneos Wealth Management sold 89 Schwab Long-Term US Treasury ETF shares in Q4 2023, an estimated $2.82K.
  • Geneos Wealth Management first reported a position in Schwab Long-Term US Treasury ETF in Q2 2023 and held it in 2 quarters.
  • Geneos Wealth Management's Schwab Long-Term US Treasury ETF position peaked at $3.23K in Q2 2023.
  • 94 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q4 2023.

Based on Geneos Wealth Management's 13F filing for Q4 2023, filed 26 Jan 2024.