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Addison Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Addison Advisors’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$27.8K Buy
897
+15
+2% +$478 0.01% 508
2025
Q4 		$26.5K Sell
882
-2,255
-72% -$67.2K 0.01% 505
2025
Q3 		$93K Buy
3,137
+455
+17% +$13.2K 0.02% 323
2025
Q2 		$75.2K Hold
2,682
– – 0.02% 346
2025
Q1 		$70.3K Hold
2,682
– – 0.02% 347
2024
Q4 		$74.3K Hold
2,682
– – 0.02% 334
2024
Q3 		$74.3K Hold
2,682
– – 0.02% 340
2024
Q2 		$69.6K Hold
2,682
– – 0.02% 328
2024
Q1 		$72.8K Hold
2,682
– – 0.03% 319
2023
Q4 		$67.3K Hold
2,682
– – 0.03% 316
2023
Q3 		$60.5K Hold
2,682
– – 0.03% 301
2023
Q2 		$63.5K Hold
2,682
– – 0.03% 290
2023
Q1 		$60.7K Hold
2,682
– – 0.03% 279
2022
Q4 		$58.7K Hold
2,682
– – 0.04% 271
2022
Q3 		$54K Hold
2,682
– – 0.03% 254
2022
Q2 		$56K Hold
2,682
– – 0.03% 251
2022
Q1 		$68K Buy
+2,682
New +$67.2K 0.04% 243

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Addison Advisors's SCHM Position: Q1 2026 in Review

Addison Advisors increased its Schwab US Mid-Cap ETF (SCHM) stake by 1.7% in Q1 2026, buying an estimated $478 and bringing the position to 897 shares worth $27.8K. The position accounts for 0.01% of the portfolio, ranked #508.

Addison Advisors first reported a position in SCHM in Q1 2022 and has held it in 17 quarters since. The position peaked at $93K in Q3 2025. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Addison Advisors held 897 shares of Schwab US Mid-Cap ETF worth $27.8K as of Q1 2026.
  • Addison Advisors bought 15 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $478.
  • Schwab US Mid-Cap ETF made up 0.01% of Addison Advisors's portfolio in Q1 2026, its #508 holding.
  • Addison Advisors first reported a position in Schwab US Mid-Cap ETF in Q1 2022 and has held it in 17 quarters since.
  • Addison Advisors's Schwab US Mid-Cap ETF position peaked at $93K in Q3 2025.
  • 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Addison Advisors's 13F filing for Q1 2026, filed 8 May 2026.