GWM
SCHK icon

Geneos Wealth Management’s Schwab 1000 Index ETF SCHK Stock Holding History

Geneos Wealth Management’s Portfolio SCHK Stock Details SCHK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.27K Hold
200
– – ﹤0.01% 2111
2025
Q4 		$6.56K Hold
200
– – ﹤0.01% 2076
2025
Q3 		$6.42K Hold
200
– – ﹤0.01% 2086
2025
Q2 		$5.96K Buy
+200
New +$5.51K ﹤0.01% 2519

Other funds holding SCHK

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
WIM
Warwick Investment Management Bryan, Texas $690M AUM 17.95% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
PSA
Plum Street Advisors New Orleans, Louisiana $289M AUM 17.28% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

Geneos Wealth Management held its Schwab 1000 Index ETF (SCHK) position steady in Q1 2026 at 200 shares worth $6.27K. The position accounts for ﹤0.01% of the portfolio, ranked #2111.

Geneos Wealth Management first reported a position in SCHK in Q2 2025 and has held it in 4 quarters since. The position peaked at $6.56K in Q4 2025. 235 funds tracked by Wall St. Rank hold SCHK as of Q1 2026.

  • Geneos Wealth Management held 200 shares of Schwab 1000 Index ETF worth $6.27K as of Q1 2026.
  • Geneos Wealth Management left its Schwab 1000 Index ETF share count unchanged in Q1 2026.
  • Schwab 1000 Index ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #2111 holding.
  • Geneos Wealth Management first reported a position in Schwab 1000 Index ETF in Q2 2025 and has held it in 4 quarters since.
  • Geneos Wealth Management's Schwab 1000 Index ETF position peaked at $6.56K in Q4 2025.
  • 235 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q1 2026.

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