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Geneos Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Geneos Wealth Management’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$292K Sell
11,371
-725
-6% -$19.4K 0.01% 844
2025
Q4 		$325K Buy
12,096
+958
+9% +$25.6K 0.01% 782
2025
Q3 		$293K Sell
11,138
-381,151
-97% -$9.68M 0.01% 790
2025
Q2 		$9.59M Sell
392,289
-468,338
-54% -$10.6M 0.23% 105
2025
Q1 		$19M Buy
860,627
+745,567
+648% +$17.4M 0.27% 89
2024
Q4 		$2.67M Sell
115,060
-21,092
-15% -$492K 0.09% 244
2024
Q3 		$3.08M Buy
136,152
+125,349
+1,160% +$2.73M 0.12% 205
2024
Q2 		$231K Buy
10,803
+300
+3% +$6.2K 0.01% 670
2024
Q1 		$217K Sell
10,503
-4,227
-29% -$83.2K 0.01% 682
2023
Q4 		$277K Buy
14,730
+186
+1% +$3.27K 0.01% 595
2023
Q3 		$245K Sell
14,544
-42
-0.3% -$737 0.01% 631
2023
Q2 		$255K Hold
14,586
– – 0.01% 623
2023
Q1 		$235K Buy
14,586
+4,716
+48% +$74.2K 0.01% 618
2022
Q4 		$149K Sell
9,870
-1,758
-15% -$26.6K 0.01% 722
2022
Q3 		$164K Sell
11,628
-1,347
-10% -$21.1K 0.01% 658
2022
Q2 		$195K Buy
12,975
+147
+1% +$2.38K 0.01% 752
2022
Q1 		$230K Sell
12,828
-756
-6% -$13.4K 0.01% 750
2021
Q4 		$257K Buy
13,584
+756
+6% +$14K 0.01% 777
2021
Q3 		$224K Hold
12,828
– – 0.01% 811
2021
Q2 		$225K Sell
12,828
-7,266
-36% -$123K 0.01% 799
2021
Q1 		$338K Hold
20,094
– – 0.01% 748
2020
Q4 		$223K Buy
20,094
+3,558
+22% +$50.9K 0.01% 794
2020
Q3 		$217K Buy
16,536
+2,154
+15% +$28.6K 0.01% 669
2020
Q2 		$172K Hold
14,382
– – 0.01% 715
2020
Q1 		$144K Hold
14,382
– – 0.01% 724
2019
Q4 		$184K Sell
14,382
-600
-4% -$7.35K 0.01% 721
2019
Q3 		$176K Hold
14,982
– – 0.01% 698
2019
Q2 		$175K Sell
14,982
-360
-2% -$4.13K 0.01% 716
2019
Q1 		$172K Buy
15,342
+1,158
+8% +$12.5K 0.01% 695
2018
Q4 		$139K Hold
14,184
– – 0.01% 727
2018
Q3 		$164K Buy
14,184
+174
+1% +$1.98K 0.01% 711
2018
Q2 		$151K Hold
14,010
– – 0.01% 648
2018
Q1 		$147K Hold
14,010
– – 0.01% 624
2017
Q4 		$148K Buy
14,010
+1,170
+9% +$12.1K 0.01% 623
2017
Q3 		$128K Buy
12,840
+6,300
+96% +$61.8K 0.01% 636
2017
Q2 		$62K Buy
6,540
+3,540
+118% +$33.8K 0.01% 854
2017
Q1 		$28K Hold
3,000
– – ﹤0.01% 1115
2016
Q4 		$26K Hold
3,000
– – ﹤0.01% 1084
2016
Q3 		$25K Hold
3,000
– – ﹤0.01% 1053
2016
Q2 		$24K Hold
3,000
– – ﹤0.01% 1059
2016
Q1 		$24K Buy
+3,000
New +$23.2K ﹤0.01% 1034

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

Geneos Wealth Management reduced its Schwab US Large- Cap ETF (SCHX) stake by 6% in Q1 2026, selling an estimated $19.4K and leaving 11,371 shares worth $292K. The position accounts for 0.01% of the portfolio, ranked #844.

Geneos Wealth Management first reported a position in SCHX in Q1 2016 and has held it in 41 quarters since. The position peaked at $19M in Q1 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Geneos Wealth Management held 11,371 shares of Schwab US Large- Cap ETF worth $292K as of Q1 2026.
  • Geneos Wealth Management sold 725 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $19.4K.
  • Schwab US Large- Cap ETF made up 0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #844 holding.
  • Geneos Wealth Management first reported a position in Schwab US Large- Cap ETF in Q1 2016 and has held it in 41 quarters since.
  • Geneos Wealth Management's Schwab US Large- Cap ETF position peaked at $19M in Q1 2025.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

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