Geneos Wealth Management’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $48.9K | Hold |
1,965
| – | – | ﹤0.01% | 1442 |
|
|
2025
Q4 | $49.3K | Buy |
1,965
+77
| +4% | +$1.94K | ﹤0.01% | 1400 |
|
|
2025
Q3 | $47.4K | Sell |
1,888
-67
| -3% | -$1.67K | ﹤0.01% | 1404 |
|
|
2025
Q2 | $48.9K | Sell |
1,955
-3,539
| -64% | -$87.7K | ﹤0.01% | 1579 |
|
|
2025
Q1 | $137K | Buy |
5,494
+4,970
| +948% | +$122K | ﹤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% | -$9.14K | ﹤0.01% | 1485 |
|
|
2023
Q4 | $22.3K | Buy |
896
+496
| +124% | +$12K | ﹤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% | -$6.44K | ﹤0.01% | 1551 |
|
|
2022
Q2 | $16K | Sell |
652
-268
| -29% | -$6.93K | ﹤0.01% | 1789 |
|
|
2022
Q1 | $24K | Buy |
920
+506
| +122% | +$13.8K | ﹤0.01% | 1721 |
|
|
2021
Q4 | $11K | Sell |
414
-396
| -49% | -$11.1K | ﹤0.01% | 2151 |
|
|
2021
Q3 | $23K | Hold |
810
| – | – | ﹤0.01% | 1857 |
|
|
2021
Q2 | $23K | Buy |
810
+14
| +2% | +$397 | ﹤0.01% | 1854 |
|
|
2021
Q1 | $22K | Hold |
796
| – | – | ﹤0.01% | 2037 |
|
|
2020
Q4 | $22K | Buy |
796
+346
| +77% | +$10.1K | ﹤0.01% | 1857 |
|
|
2020
Q3 | $13K | Buy |
450
+50
| +13% | +$1.47K | ﹤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% | -$1.88K | ﹤0.01% | 1937 |
|
|
2019
Q3 | $12K | Hold |
468
| – | – | ﹤0.01% | 1819 |
|
|
2019
Q2 | $12K | Buy |
468
+68
| +17% | +$1.83K | ﹤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% | 1847 |
|
|
2018
Q2 | $10K | Sell |
400
-400
| -50% | -$10.4K | ﹤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% | 1259 |
|
|
2017
Q1 | $21K | Hold |
800
| – | – | ﹤0.01% | 1223 |
|
|
2016
Q4 | $21K | Hold |
800
| – | – | ﹤0.01% | 1169 |
|
|
2016
Q3 | $22K | Sell |
800
-698
| -47% | -$19.4K | ﹤0.01% | 1106 |
|
|
2016
Q2 | $41K | Hold |
1,498
| – | – | 0.01% | 875 |
|
|
2016
Q1 | $41K | Buy |
+1,498
| New | +$41K | 0.01% | 862 |
|
Other funds holding SCHR
ETC
CWA
MFT
Geneos Wealth Management's SCHR Position: Q1 2026 in Review
Geneos Wealth Management held its Schwab Intermediately-Term US Treasury ETF (SCHR) position steady in Q1 2026 at 1,965 shares worth $48.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1442.
Geneos Wealth Management first reported a position in SCHR in Q1 2016 and has held it in 41 quarters since. The position peaked at $137K in Q1 2025. 510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.
- Geneos Wealth Management held 1,965 shares of Schwab Intermediately-Term US Treasury ETF worth $48.9K as of Q1 2026.
- Geneos Wealth Management left its Schwab Intermediately-Term US Treasury ETF share count unchanged in Q1 2026.
- Schwab Intermediately-Term US Treasury ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1442 holding.
- Geneos Wealth Management first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2016 and has held it in 41 quarters since.
- Geneos Wealth Management's Schwab Intermediately-Term US Treasury ETF position peaked at $137K in Q1 2025.
- 510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.
Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.