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Geneos Wealth Management’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Geneos Wealth Management’s Portfolio SCHC Stock Details SCHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$28.8K Hold
616
– – ﹤0.01% 1639
2025
Q4 		$28K Hold
616
– – ﹤0.01% 1610
2025
Q3 		$28K Sell
616
-36
-6% -$1.58K ﹤0.01% 1596
2025
Q2 		$27.8K Sell
652
-1,002
-61% -$38.8K ﹤0.01% 1879
2025
Q1 		$59.3K Buy
1,654
+1,029
+165% +$36.7K ﹤0.01% 1827
2024
Q4 		$21.5K Sell
625
-521
-45% -$19K ﹤0.01% 1698
2024
Q3 		$44.2K Buy
1,146
+557
+95% +$20.5K ﹤0.01% 1245
2024
Q2 		$21K Hold
589
– – ﹤0.01% 1334
2024
Q1 		$21.1K Buy
589
+515
+696% +$17.7K ﹤0.01% 1344
2023
Q4 		$2.58K Buy
+74
New +$2.4K ﹤0.01% 1871
2022
Q3 		– Sell
-27
Closed – – 2493
2022
Q2 		$0 Buy
+27
New +$935 ﹤0.01% 2763
2016
Q4 		– Sell
-50
Closed -$1K – 2085
2016
Q3 		$1K Hold
50
– – ﹤0.01% 1917
2016
Q2 		$1K Hold
50
– – ﹤0.01% 1766
2016
Q1 		$1K Buy
+50
New +$1.36K ﹤0.01% 1747

Other funds holding SCHC

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Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
ML
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Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return