Geneos Wealth Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $75K | Hold |
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|
2025
Q2 | $74.3K | Sell |
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|
2025
Q1 | $935K | Buy |
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|
2024
Q4 | $507K | Sell |
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|
2024
Q3 | $702K | Sell |
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|
2024
Q2 | $693K | Sell |
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|
2024
Q1 | $1.04M | Sell |
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|
2023
Q4 | $1.16M | Sell |
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|
2023
Q3 | $1.31M | Buy |
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|
2023
Q2 | $678K | Sell |
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|
2023
Q1 | $699K | Buy |
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|
2022
Q4 | $31K | Sell |
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|
2022
Q3 | $35K | Sell |
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|
2022
Q2 | $106K | Sell |
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|
2022
Q1 | $128K | Sell |
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|
2021
Q4 | $944K | Buy |
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|
2021
Q3 | $911K | Buy |
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|
2021
Q2 | $138K | Hold |
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|
2021
Q1 | $137K | Sell |
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|
2020
Q4 | $438K | Sell |
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|
2020
Q3 | $619K | Buy |
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|
2020
Q2 | $492K | Buy |
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|
2020
Q1 | $385K | Buy |
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|
2019
Q4 | $131K | Sell |
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|
2019
Q3 | $137K | Buy |
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|
2019
Q2 | $133K | Buy |
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|
2019
Q1 | $126K | Hold |
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|
2018
Q4 | $122K | Hold |
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|
2018
Q3 | $122K | Buy |
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|
2018
Q2 | $120K | Hold |
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|
2018
Q1 | $121K | Hold |
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|
2017
Q4 | $123K | Hold |
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|
2017
Q3 | $124K | Buy |
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|
2017
Q2 | $24K | Buy |
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