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Geneos Wealth Management’s Schwab US TIPS ETF SCHP Stock Holding History

Geneos Wealth Management’s Portfolio SCHP Stock Details SCHP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.61K Sell
286
-85
-23% -$2.27K ﹤0.01% 2060
2025
Q4 		$9.83K Buy
371
+85
+30% +$2.28K ﹤0.01% 1971
2025
Q3 		$7.71K Sell
286
-105,784
-100% -$2.83M ﹤0.01% 2040
2025
Q2 		$2.83M Sell
106,070
-133,815
-56% -$3.54M 0.07% 308
2025
Q1 		$6.45M Buy
239,885
+211,067
+732% +$5.55M 0.09% 263
2024
Q4 		$744K Sell
28,818
-10,528
-27% -$277K 0.03% 485
2024
Q3 		$1.06M Buy
39,346
+39,286
+65,477% +$1.04M 0.04% 401
2024
Q2 		$1.56K Hold
60
– – ﹤0.01% 1925
2024
Q1 		$1.56K Sell
60
-346
-85% -$8.98K ﹤0.01% 1935
2023
Q4 		$10.6K Buy
406
+162
+66% +$4.12K ﹤0.01% 1536
2023
Q3 		$6.16K Buy
244
+184
+307% +$4.74K ﹤0.01% 1685
2023
Q2 		$1.57K Sell
60
-40
-40% -$1.06K ﹤0.01% 1967
2023
Q1 		$2.68K Hold
100
– – ﹤0.01% 1859
2022
Q4 		$2.59K Hold
100
– – ﹤0.01% 1844
2022
Q3 		$2K Sell
100
-84
-46% -$2.33K ﹤0.01% 1863
2022
Q2 		$5K Sell
184
-392
-68% -$11.4K ﹤0.01% 2204
2022
Q1 		$17K Sell
576
-2,436
-81% -$74.7K ﹤0.01% 1883
2021
Q4 		$94K Sell
3,012
-2,170
-42% -$68.3K ﹤0.01% 1197
2021
Q3 		$161K Buy
5,182
+788
+18% +$24.9K 0.01% 953
2021
Q2 		$137K Buy
4,394
+100
+2% +$3.1K 0.01% 1027
2021
Q1 		$132K Hold
4,294
– – ﹤0.01% 1166
2020
Q4 		$131K Buy
4,294
+2,172
+102% +$66.7K 0.01% 1020
2020
Q3 		$65K Buy
2,122
+1,646
+346% +$50.4K ﹤0.01% 1132
2020
Q2 		$14K Hold
476
– – ﹤0.01% 1782
2020
Q1 		$13K Hold
476
– – ﹤0.01% 1704
2019
Q4 		$13K Hold
476
– – ﹤0.01% 1879
2019
Q3 		$13K Hold
476
– – ﹤0.01% 1791
2019
Q2 		$13K Buy
+476
New +$13.2K ﹤0.01% 1822
2018
Q4 		– Sell
-600
Closed -$16K – 2469
2018
Q3 		$16K Hold
600
– – ﹤0.01% 1689
2018
Q2 		$16K Hold
600
– – ﹤0.01% 1547
2018
Q1 		$16K Buy
+600
New +$16.4K ﹤0.01% 1488

Other funds holding SCHP

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
QCM
Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Geneos Wealth Management reduced its Schwab US TIPS ETF (SCHP) stake by 23% in Q1 2026, selling an estimated $2.27K and leaving 286 shares worth $7.61K. The position accounts for ﹤0.01% of the portfolio, ranked #2060.

Geneos Wealth Management first reported a position in SCHP in Q1 2018 and has held it in 31 quarters since. The position peaked at $6.45M in Q1 2025. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

  • Geneos Wealth Management held 286 shares of Schwab US TIPS ETF worth $7.61K as of Q1 2026.
  • Geneos Wealth Management sold 85 Schwab US TIPS ETF shares in Q1 2026, an estimated $2.27K.
  • Schwab US TIPS ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #2060 holding.
  • Geneos Wealth Management first reported a position in Schwab US TIPS ETF in Q1 2018 and has held it in 31 quarters since.
  • Geneos Wealth Management's Schwab US TIPS ETF position peaked at $6.45M in Q1 2025.
  • 729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

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