Geneos Wealth Management’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$48.9K	Sell	1,955 -3,539	-64%	-$88.6K	﹤0.01%	1579
2025 Q1	$137K	Buy	5,494 +4,970	+948%	+$124K	﹤0.01%	1398
2024 Q4	$12.7K	Hold	524	–	–	﹤0.01%	1946
2024 Q3	$13.3K	Hold	524	–	–	﹤0.01%	1717
2024 Q2	$12.8K	Hold	524	–	–	﹤0.01%	1479
2024 Q1	$12.9K	Sell	524 -372	-42%	-$9.12K	﹤0.01%	1485
2023 Q4	$22.3K	Buy	896 +496	+124%	+$12.3K	﹤0.01%	1312
2023 Q3	$9.59K	Hold	400	–	–	﹤0.01%	1577
2023 Q2	$9.86K	Hold	400	–	–	﹤0.01%	1579
2023 Q1	$10.1K	Hold	400	–	–	﹤0.01%	1552
2022 Q4	$9.85K	Hold	400	–	–	﹤0.01%	1534
2022 Q3	$9K	Sell	400 -252	-39%	-$5.67K	﹤0.01%	1550
2022 Q2	$16K	Sell	652 -268	-29%	-$6.58K	﹤0.01%	1789
2022 Q1	$24K	Buy	920 +506	+122%	+$13.2K	﹤0.01%	1721
2021 Q4	$11K	Sell	414 -396	-49%	-$10.5K	﹤0.01%	2151
2021 Q3	$23K	Hold	810	–	–	﹤0.01%	1857
2021 Q2	$23K	Buy	810 +14	+2%	+$398	﹤0.01%	1854
2021 Q1	$22K	Hold	796	–	–	﹤0.01%	2037
2020 Q4	$22K	Buy	796 +346	+77%	+$9.56K	﹤0.01%	1857
2020 Q3	$13K	Buy	450 +50	+13%	+$1.44K	﹤0.01%	1860
2020 Q2	$11K	Hold	400	–	–	﹤0.01%	1890
2020 Q1	$11K	Hold	400	–	–	﹤0.01%	1783
2019 Q4	$11K	Sell	400 -68	-15%	-$1.87K	﹤0.01%	1937
2019 Q3	$12K	Hold	468	–	–	﹤0.01%	1819
2019 Q2	$12K	Buy	468 +68	+17%	+$1.74K	﹤0.01%	1850
2019 Q1	$10K	Hold	400	–	–	﹤0.01%	1850
2018 Q4	$10K	Hold	400	–	–	﹤0.01%	1794
2018 Q3	$10K	Hold	400	–	–	﹤0.01%	1848
2018 Q2	$10K	Sell	400 -400	-50%	-$10K	﹤0.01%	1731
2018 Q1	$21K	Hold	800	–	–	﹤0.01%	1379
2017 Q4	$21K	Hold	800	–	–	﹤0.01%	1360
2017 Q3	$21K	Hold	800	–	–	﹤0.01%	1305
2017 Q2	$21K	Hold	800	–	–	﹤0.01%	1260
2017 Q1	$21K	Hold	800	–	–	﹤0.01%	1223
2016 Q4	$21K	Hold	800	–	–	﹤0.01%	1169
2016 Q3	$22K	Sell	800 -698	-47%	-$19.2K	﹤0.01%	1106
2016 Q2	$41K	Hold	1,498	–	–	0.01%	875
2016 Q1	$41K	Buy	+1,498	New	+$41K	0.01%	862