Acorn Wealth Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.94M | Buy |
127,118
+3,210
| +3% | +$102K | 1.15% | 20 |
|
|
2025
Q4 | $3.73M | Sell |
123,908
-4,191
| -3% | -$125K | 1.11% | 20 |
|
|
2025
Q3 | $3.8M | Sell |
128,099
-4,689
| -4% | -$136K | 1.19% | 16 |
|
|
2025
Q2 | $3.72M | Sell |
132,788
-6,360
| -5% | -$168K | 1.39% | 16 |
|
|
2025
Q1 | $3.65M | Sell |
139,148
-2,556
| -2% | -$71.2K | 1.52% | 13 |
|
|
2024
Q4 | $3.93M | Sell |
141,704
-8,836
| -6% | -$252K | 1.62% | 11 |
|
|
2024
Q3 | $4.17M | Sell |
150,540
-2,223
| -1% | -$59.1K | 1.79% | 11 |
|
|
2024
Q2 | $3.96M | Sell |
152,763
-8,610
| -5% | -$225K | 1.96% | 10 |
|
|
2024
Q1 | $4.38M | Sell |
161,373
-3,765
| -2% | -$96K | 2.29% | 7 |
|
|
2023
Q4 | $4.15M | Sell |
165,138
-18,348
| -10% | -$420K | 2.46% | 6 |
|
|
2023
Q3 | $4.14M | Buy |
183,486
+5,682
| +3% | +$135K | 2.75% | 6 |
|
|
2023
Q2 | $4.21M | Buy |
177,804
+2,922
| +2% | +$65.9K | 2.87% | 4 |
|
|
2023
Q1 | $3.96M | Buy |
174,882
+279
| +0.2% | +$6.42K | 2.92% | 4 |
|
|
2022
Q4 | $3.82M | Buy |
174,603
+2,382
| +1% | +$52.2K | 2.93% | 6 |
|
|
2022
Q3 | $3.48M | Buy |
172,221
+1,368
| +0.8% | +$30.5K | 2.85% | 5 |
|
|
2022
Q2 | $3.57M | Buy |
170,853
+393
| +0.2% | +$9.07K | 2.82% | 5 |
|
|
2022
Q1 | $4.31M | Sell |
170,460
-8,544
| -5% | -$214K | 2.97% | 4 |
|
|
2021
Q4 | $4.8M | Buy |
179,004
+13,977
| +8% | +$373K | 3.04% | 4 |
|
|
2021
Q3 | $4.22M | Sell |
165,027
-552
| -0.3% | -$14.4K | 2.95% | 3 |
|
|
2021
Q2 | $4.32M | Buy |
165,579
+8,142
| +5% | +$210K | 2.98% | 4 |
|
|
2021
Q1 | $3.91M | Buy |
157,437
+7,098
| +5% | +$172K | 2.8% | 5 |
|
|
2020
Q4 | $3.42M | Sell |
150,339
-12,324
| -8% | -$257K | 2.69% | 5 |
|
|
2020
Q3 | $3.01M | Sell |
162,663
-4,254
| -3% | -$78.8K | 2.64% | 7 |
|
|
2020
Q2 | $2.93M | Buy |
166,917
+12,558
| +8% | +$205K | 2.72% | 6 |
|
|
2020
Q1 | $2.15M | Sell |
154,359
-46,221
| -23% | -$846K | 2.41% | 9 |
|
|
2019
Q4 | $4.02M | Sell |
200,580
-10,125
| -5% | -$196K | 3.38% | 6 |
|
|
2019
Q3 | $4.1M | Sell |
210,705
-23,958
| -10% | -$453K | 3.53% | 6 |
|
|
2019
Q2 | $4.39M | Sell |
234,663
-116,415
| -33% | -$2.18M | 4.01% | 6 |
|
|
2019
Q1 | $6.7M | Sell |
351,078
-40,437
| -10% | -$723K | 6.04% | 4 |
|
|
2018
Q4 | $6.56M | Buy |
391,515
+5,625
| +1% | +$98.3K | 6.72% | 4 |
|
|
2018
Q3 | $6.9M | Buy |
385,890
+17,046
| +5% | +$325K | 6.81% | 3 |
|
|
2018
Q2 | $6.75M | Buy |
368,844
+12,099
| +3% | +$219K | 5.75% | 4 |
|
|
2018
Q1 | $6.33M | Buy |
356,745
+21,528
| +6% | +$387K | 5.48% | 4 |
|
|
2017
Q4 | $6.05M | Buy |
+335,217
| New | +$5.78M | 5.53% | 3 |
|
Other funds holding SCHM
MGIA
AA
LWMT
Acorn Wealth Advisors's SCHM Position: Q1 2026 in Review
Acorn Wealth Advisors increased its Schwab US Mid-Cap ETF (SCHM) stake by 2.6% in Q1 2026, buying an estimated $102K and bringing the position to 127,118 shares worth $3.94M. The position accounts for 1.15% of the portfolio, ranked #20.
Acorn Wealth Advisors first reported a position in SCHM in Q4 2017 and has held it in 34 quarters since. The position peaked at $6.9M in Q3 2018. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.
- Acorn Wealth Advisors held 127,118 shares of Schwab US Mid-Cap ETF worth $3.94M as of Q1 2026.
- Acorn Wealth Advisors bought 3,210 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $102K.
- Schwab US Mid-Cap ETF made up 1.15% of Acorn Wealth Advisors's portfolio in Q1 2026, its #20 holding.
- Acorn Wealth Advisors first reported a position in Schwab US Mid-Cap ETF in Q4 2017 and has held it in 34 quarters since.
- Acorn Wealth Advisors's Schwab US Mid-Cap ETF position peaked at $6.9M in Q3 2018.
- 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.
Based on Acorn Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.