Geneos Wealth Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $41.5K | Sell |
1,126
-222
| -16% | -$7.64K | ﹤0.01% | 1524 |
|
|
2026
Q1 | $41.7K | Hold |
1,348
| – | – | ﹤0.01% | 1497 |
|
|
2025
Q4 | $40.5K | Sell |
1,348
-131
| -9% | -$3.9K | ﹤0.01% | 1472 |
|
|
2025
Q3 | $43.8K | Hold |
1,479
| – | – | ﹤0.01% | 1434 |
|
|
2025
Q2 | $41.5K | Buy |
1,479
+519
| +54% | +$13.7K | ﹤0.01% | 1681 |
|
|
2025
Q1 | $25.2K | Hold |
960
| – | – | ﹤0.01% | 1839 |
|
|
2024
Q4 | $26.6K | Hold |
960
| – | – | ﹤0.01% | 1592 |
|
|
2024
Q3 | $26.6K | Hold |
960
| – | – | ﹤0.01% | 1443 |
|
|
2024
Q2 | $24.9K | Sell |
960
-600
| -38% | -$15.7K | ﹤0.01% | 1281 |
|
|
2024
Q1 | $42.3K | Hold |
1,560
| – | – | ﹤0.01% | 1126 |
|
|
2023
Q4 | $39.2K | Hold |
1,560
| – | – | ﹤0.01% | 1140 |
|
|
2023
Q3 | $35.2K | Hold |
1,560
| – | – | ﹤0.01% | 1183 |
|
|
2023
Q2 | $36.9K | Hold |
1,560
| – | – | ﹤0.01% | 1178 |
|
|
2023
Q1 | $35.3K | Hold |
1,560
| – | – | ﹤0.01% | 1174 |
|
|
2022
Q4 | $34.1K | Hold |
1,560
| – | – | ﹤0.01% | 1181 |
|
|
2022
Q3 | $31K | Hold |
1,560
| – | – | ﹤0.01% | 1189 |
|
|
2022
Q2 | $33K | Hold |
1,560
| – | – | ﹤0.01% | 1464 |
|
|
2022
Q1 | $39K | Buy |
1,560
+99
| +7% | +$2.48K | ﹤0.01% | 1491 |
|
|
2021
Q4 | $39K | Hold |
1,461
| – | – | ﹤0.01% | 1591 |
|
|
2021
Q3 | $37K | Hold |
1,461
| – | – | ﹤0.01% | 1637 |
|
|
2021
Q2 | $38K | Sell |
1,461
-372
| -20% | -$9.61K | ﹤0.01% | 1617 |
|
|
2021
Q1 | $47K | Buy |
1,833
+9
| +0.5% | +$218 | ﹤0.01% | 1670 |
|
|
2020
Q4 | $36K | Buy |
1,824
+198
| +12% | +$4.13K | ﹤0.01% | 1616 |
|
|
2020
Q3 | $29K | Hold |
1,626
| – | – | ﹤0.01% | 1488 |
|
|
2020
Q2 | $27K | Sell |
1,626
-1,932
| -54% | -$31.5K | ﹤0.01% | 1495 |
|
|
2020
Q1 | $49K | Hold |
3,558
| – | – | ﹤0.01% | 1120 |
|
|
2019
Q4 | $71K | Sell |
3,558
-2,430
| -41% | -$47K | ﹤0.01% | 1089 |
|
|
2019
Q3 | $112K | Sell |
5,988
-39
| -0.6% | -$737 | 0.01% | 852 |
|
|
2019
Q2 | $114K | Hold |
6,027
| – | – | 0.01% | 856 |
|
|
2019
Q1 | $111K | Sell |
6,027
-1,440
| -19% | -$25.7K | 0.01% | 827 |
|
|
2018
Q4 | $118K | Sell |
7,467
-12
| -0.2% | -$210 | 0.01% | 784 |
|
|
2018
Q3 | $144K | Buy |
7,479
+2,001
| +37% | +$38.1K | 0.01% | 763 |
|
|
2018
Q2 | $100K | Buy |
5,478
+150
| +3% | +$2.71K | 0.01% | 783 |
|
|
2018
Q1 | $93K | Buy |
5,328
+2,346
| +79% | +$42.1K | 0.01% | 776 |
|
|
2017
Q4 | $52K | Hold |
2,982
| – | – | ﹤0.01% | 983 |
|
|
2017
Q3 | $49K | Buy |
+2,982
| New | +$48.5K | ﹤0.01% | 954 |
|
Other funds holding SCHM
MGIA
AA
LWMT
Geneos Wealth Management's SCHM Position: Q2 2026 in Review
Geneos Wealth Management reduced its Schwab US Mid-Cap ETF (SCHM) stake by 16% in Q2 2026, selling an estimated $7.64K and leaving 1,126 shares worth $41.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1524.
Geneos Wealth Management first reported a position in SCHM in Q3 2017 and has held it in 36 quarters since. The position peaked at $144K in Q3 2018. 1,073 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.
- Geneos Wealth Management held 1,126 shares of Schwab US Mid-Cap ETF worth $41.5K as of Q2 2026.
- Geneos Wealth Management sold 222 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $7.64K.
- Schwab US Mid-Cap ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1524 holding.
- Geneos Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q3 2017 and has held it in 36 quarters since.
- Geneos Wealth Management's Schwab US Mid-Cap ETF position peaked at $144K in Q3 2018.
- 1,073 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.
Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.