Geneos Wealth Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$8.13M	Buy	246,807 +537	+0.2%	+$18.3K	0.19%	123
2025 Q4	$8.07M	Buy	246,270 +2,038	+0.8%	+$68K	0.2%	131
2025 Q3	$8.15M	Sell	244,232 -1,369	-0.6%	-$43.1K	0.21%	129
2025 Q2	$7.4M	Sell	245,601 -251,170	-51%	-$7.11M	0.18%	139
2025 Q1	$13.7M	Buy	496,771 +249,660	+101%	+$6.83M	0.2%	127
2024 Q4	$6.58M	Buy	247,111 +5,427	+2%	+$153K	0.23%	98
2024 Q3	$7.05M	Sell	241,684 -16,255	-6%	-$440K	0.27%	87
2024 Q2	$6.85M	Buy	257,939 +6,241	+2%	+$163K	0.3%	78
2024 Q1	$6.36M	Buy	251,698 +9,212	+4%	+$226K	0.29%	77
2023 Q4	$6.01M	Buy	242,486 +7,794	+3%	+$187K	0.3%	73
2023 Q3	$5.62M	Buy	234,692 +5,411	+2%	+$134K	0.29%	85
2023 Q2	$5.65M	Sell	229,281 -37,500	-14%	-$916K	0.3%	81
2023 Q1	$6.54M	Buy	266,781 +3,604	+1%	+$89.3K	0.4%	51
2022 Q4	$6.23M	Buy	263,177 +15,446	+6%	+$360K	0.38%	60
2022 Q3	$5.55M	Sell	247,731 -1,671	-0.7%	-$41.3K	0.38%	53
2022 Q2	$6.3M	Buy	249,402 +6,774	+3%	+$177K	0.31%	68
2022 Q1	$6.74M	Buy	242,628 +15,021	+7%	+$435K	0.29%	73
2021 Q4	$6.74M	Buy	227,607 +2,562	+1%	+$78.3K	0.26%	89
2021 Q3	$6.86M	Sell	225,045 -480	-0.2%	-$15K	0.26%	76
2021 Q2	$7.37M	Buy	225,525 +6,439	+3%	+$209K	0.29%	72
2021 Q1	$7.06M	Buy	219,086 +908	+0.4%	+$29.6K	0.2%	119
2020 Q4	$6.88M	Buy	218,178 +8,103	+4%	+$235K	0.28%	78
2020 Q3	$5.48M	Buy	210,075 +11,010	+6%	+$294K	0.28%	80
2020 Q2	$4.84M	Buy	199,065 +48,865	+33%	+$1.11M	0.27%	88
2020 Q1	$3.04M	Buy	150,200 +10,240	+7%	+$256K	0.2%	116
2019 Q4	$3.85M	Buy	139,960 +10,700	+8%	+$282K	0.21%	126
2019 Q3	$3.24M	Buy	129,260 +19,963	+18%	+$508K	0.19%	129
2019 Q2	$2.87M	Buy	109,297 +18,511	+20%	+$479K	0.18%	142
2019 Q1	$2.36M	Buy	90,786 +9,752	+12%	+$247K	0.16%	166
2018 Q4	$1.91M	Buy	81,034 +45,802	+130%	+$1.11M	0.14%	170
2018 Q3	$905K	Buy	35,232 +22,222	+171%	+$576K	0.06%	280
2018 Q2	$336K	Buy	13,010 +12,110	+1,346%	+$333K	0.03%	409
2018 Q1	$25K	Hold	900	–	–	﹤0.01%	1306
2017 Q4	$25K	Buy	900 +100	+13%	+$2.76K	﹤0.01%	1299
2017 Q3	$21K	Buy	800 +600	+300%	+$15.9K	﹤0.01%	1304
2017 Q2	$4K	Buy	+200	New	+$4.92K	﹤0.01%	1808

Other funds holding SCHE

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Geneos Wealth Management's SCHE Position: Q1 2026 in Review

Geneos Wealth Management increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 0.22% in Q1 2026, buying an estimated $18.3K and bringing the position to 246,807 shares worth $8.13M. The position accounts for 0.19% of the portfolio, ranked #123.

Geneos Wealth Management first reported a position in SCHE in Q2 2017 and has held it in 36 quarters since. The position peaked at $13.7M in Q1 2025. 864 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

Geneos Wealth Management held 246,807 shares of Schwab Emerging Markets Equity ETF worth $8.13M as of Q1 2026.
Geneos Wealth Management bought 537 Schwab Emerging Markets Equity ETF shares in Q1 2026, an estimated $18.3K.
Schwab Emerging Markets Equity ETF made up 0.19% of Geneos Wealth Management's portfolio in Q1 2026, its #123 holding.
Geneos Wealth Management first reported a position in Schwab Emerging Markets Equity ETF in Q2 2017 and has held it in 36 quarters since.
Geneos Wealth Management's Schwab Emerging Markets Equity ETF position peaked at $13.7M in Q1 2025.
864 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.