SEC 13F Intelligence

Genesis Private Wealth, LLC / SCHF

Genesis Private Wealth, LLC’s Schwab Strategic Tr Position

Does Genesis Private Wealth, LLC own Schwab Strategic Tr (SCHF)? Yes — 292.8K shares worth $7M (+2.28% of its 13F portfolio) as of Q1 2026, up from 292.1K shares the prior filed quarter.

Position Value
$7M
Q1 2026
Shares
292.8K
% of Portfolio
+2.28%
Quarters Held
6
currently held

Position History SCHF

Reported value by quarter
Q4 ’24: $4MQ4 ’24Q1 ’25: $5MQ1 ’25Q2 ’25: $6MQ2 ’25Q3 ’25: $6MQ3 ’25Q4 ’25: $7MQ4 ’25Q1 ’26: $7MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026292.8K$7M+2.28%
Q4 2025292.1K$7M+2.18%
Q3 2025262.5K$6M+2.57%
Q2 2025249.5K$6M+2.60%
Q1 2025235.1K$5M+2.47%
Q4 2024209.1K$4M+2.13%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Genesis Private Wealth, LLC’s full portfolio or all institutional holders of SCHF.