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Geneos Wealth Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Geneos Wealth Management’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
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 Sell
1,479
-855
-37% -$22.6K ﹤0.01% 1681
2025
Q1 		$61.2K Buy
2,334
+1,374
+143% +$38.3K ﹤0.01% 1812
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

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Geneos Wealth Management held its Schwab US Mid-Cap ETF (SCHM) position steady in Q1 2026 at 1,348 shares worth $41.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1497.

Geneos Wealth Management first reported a position in SCHM in Q3 2017 and has held it in 35 quarters since. The position peaked at $144K in Q3 2018. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Geneos Wealth Management held 1,348 shares of Schwab US Mid-Cap ETF worth $41.7K as of Q1 2026.
  • Geneos Wealth Management left its Schwab US Mid-Cap ETF share count unchanged in Q1 2026.
  • Schwab US Mid-Cap ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1497 holding.
  • Geneos Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q3 2017 and has held it in 35 quarters since.
  • Geneos Wealth Management's Schwab US Mid-Cap ETF position peaked at $144K in Q3 2018.
  • 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

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