Schwab U S Small Cap ETF shares owned by Geneos Wealth Management
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Geneos Wealth Management
from 13F filings
Historical chart of Geneos Wealth Management investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Geneos Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $336k | 12k | 27.90 |
| 2025-06-30 | $5.1M | 203k | 25.30 |
| 2025-03-31 | $5.6M | 240k | 23.43 |
| 2024-12-31 | $6.8M | 264k | 25.86 |
| 2024-09-30 | $7.0M | 136k | 51.50 |
| 2024-06-30 | $5.2M | 109k | 47.45 |
| 2024-03-31 | $5.2M | 106k | 49.24 |
| 2023-12-31 | $223k | 4.7k | 47.24 |
| 2023-09-30 | $186k | 4.5k | 41.42 |
| 2023-06-30 | $384k | 2.7k | 140.61 |
| 2023-03-31 | $86k | 2.0k | 41.93 |
| 2022-12-31 | $172k | 4.2k | 40.51 |
| 2022-09-30 | $135k | 3.6k | 37.59 |
| 2022-06-30 | $142k | 3.6k | 39.26 |
| 2022-03-31 | $117k | 2.5k | 47.25 |
| 2021-12-31 | $231k | 2.3k | 102.12 |
| 2021-09-30 | $219k | 2.2k | 101.53 |
| 2021-06-30 | $113k | 1.1k | 103.29 |
| 2021-03-31 | $172k | 1.7k | 102.08 |
| 2020-12-31 | $163k | 1.7k | 96.74 |
| 2020-09-30 | $64k | 958 | 66.81 |
| 2020-06-30 | $55k | 882 | 62.36 |
| 2020-03-31 | $54k | 1.1k | 50.19 |
| 2019-12-31 | $82k | 1.1k | 75.44 |
| 2019-09-30 | $78k | 1.1k | 68.72 |
| 2019-06-30 | $76k | 1.1k | 71.16 |
| 2019-03-31 | $41k | 592 | 69.26 |
| 2018-12-31 | $48k | 808 | 59.41 |
| 2018-09-30 | $62k | 815 | 76.07 |
| 2018-06-30 | $35k | 488 | 71.72 |
| 2018-03-31 | $33k | 488 | 67.62 |
| 2017-12-31 | $34k | 489 | 69.53 |
| 2017-09-30 | $30k | 456 | 65.79 |
| 2017-06-30 | $12k | 191 | 62.83 |