Geneos Wealth Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$74.3K	Sell	3,196 -37,163	-92%	-$864K	﹤0.01%	1383
2025 Q1	$935K	Buy	40,359 +18,024	+81%	+$417K	0.01%	687
2024 Q4	$507K	Sell	22,335 -7,209	-24%	-$164K	0.02%	584
2024 Q3	$702K	Sell	29,544 -882	-3%	-$21K	0.03%	479
2024 Q2	$693K	Sell	30,426 -14,874	-33%	-$339K	0.03%	424
2024 Q1	$1.04M	Sell	45,300 -4,610	-9%	-$106K	0.05%	338
2023 Q4	$1.16M	Sell	49,910 -9,462	-16%	-$221K	0.06%	303
2023 Q3	$1.31M	Buy	59,372 +29,982	+102%	+$663K	0.07%	269
2023 Q2	$678K	Sell	29,390 -398	-1%	-$9.19K	0.04%	396
2023 Q1	$699K	Buy	29,788 +28,428	+2,090%	+$667K	0.04%	375
2022 Q4	$31K	Sell	1,360 -222	-14%	-$5.07K	﹤0.01%	1211
2022 Q3	$35K	Sell	1,582 -2,860	-64%	-$63.3K	﹤0.01%	1151
2022 Q2	$106K	Sell	4,442 -630	-12%	-$15K	0.01%	993
2022 Q1	$128K	Sell	5,072 -29,986	-86%	-$757K	0.01%	992
2021 Q4	$944K	Buy	35,058 +1,512	+5%	+$40.7K	0.04%	413
2021 Q3	$911K	Buy	33,546 +28,474	+561%	+$773K	0.03%	407
2021 Q2	$138K	Hold	5,072	–	–	0.01%	1025
2021 Q1	$137K	Sell	5,072 -11,180	-69%	-$302K	﹤0.01%	1155
2020 Q4	$438K	Sell	16,252 -5,802	-26%	-$156K	0.02%	576
2020 Q3	$619K	Buy	22,054 +4,520	+26%	+$127K	0.03%	386
2020 Q2	$492K	Buy	17,534 +3,440	+24%	+$96.5K	0.03%	414
2020 Q1	$385K	Buy	14,094 +9,170	+186%	+$250K	0.03%	428
2019 Q4	$131K	Sell	4,924 -200	-4%	-$5.32K	0.01%	848
2019 Q3	$137K	Buy	5,124 +90	+2%	+$2.41K	0.01%	783
2019 Q2	$133K	Buy	5,034 +170	+3%	+$4.49K	0.01%	807
2019 Q1	$126K	Hold	4,864	–	–	0.01%	783
2018 Q4	$122K	Hold	4,864	–	–	0.01%	770
2018 Q3	$122K	Buy	4,864 +102	+2%	+$2.56K	0.01%	817
2018 Q2	$120K	Hold	4,762	–	–	0.01%	724
2018 Q1	$121K	Hold	4,762	–	–	0.01%	688
2017 Q4	$123K	Hold	4,762	–	–	0.01%	683
2017 Q3	$124K	Buy	4,762 +3,842	+418%	+$100K	0.01%	642
2017 Q2	$24K	Buy	+920	New	+$24K	﹤0.01%	1207