Advisornet Financial’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 | $5.9M | Buy |
190,469
+7,556
| +4% | +$241K | 0.31% | 76 |
|
|
2025
Q4 | $5.5M | Buy |
182,913
+9,030
| +5% | +$269K | 0.29% | 75 |
|
|
2025
Q3 | $5.15M | Buy |
173,883
+50,307
| +41% | +$1.46M | 0.29% | 66 |
|
|
2025
Q2 | $3.47M | Buy |
123,576
+117,785
| +2,034% | +$3.11M | 0.22% | 89 |
|
|
2025
Q1 | $152K | Buy |
5,791
+19
| +0.3% | +$529 | 0.01% | 610 |
|
|
2024
Q4 | $160K | Buy |
5,772
+195
| +3% | +$5.56K | 0.01% | 558 |
|
|
2024
Q3 | $154K | Sell |
5,577
-6,900
| -55% | -$183K | 0.01% | 587 |
|
|
2024
Q2 | $324K | Hold |
12,477
| – | – | 0.03% | 381 |
|
|
2024
Q1 | $339K | Sell |
12,477
-438
| -3% | -$11.2K | 0.03% | 369 |
|
|
2023
Q4 | $324K | Sell |
12,915
-3,936
| -23% | -$90.2K | 0.03% | 389 |
|
|
2023
Q3 | $380K | Buy |
16,851
+1,548
| +10% | +$36.7K | 0.03% | 344 |
|
|
2023
Q2 | $362K | Sell |
15,303
-408
| -3% | -$9.2K | 0.03% | 364 |
|
|
2023
Q1 | $355K | Buy |
15,711
+2,253
| +17% | +$51.9K | 0.03% | 356 |
|
|
2022
Q4 | $294K | Buy |
13,458
+861
| +7% | +$18.9K | 0.03% | 396 |
|
|
2022
Q3 | $254K | Buy |
12,597
+690
| +6% | +$15.4K | 0.03% | 456 |
|
|
2022
Q2 | $249K | Sell |
11,907
-72,819
| -86% | -$1.68M | 0.02% | 460 |
|
|
2022
Q1 | $2.14M | Sell |
84,726
-84,492
| -50% | -$2.12M | 0.13% | 150 |
|
|
2021
Q4 | $4.54M | Sell |
169,218
-10,026
| -6% | -$267K | 0.28% | 83 |
|
|
2021
Q3 | $4.58M | Sell |
179,244
-4,101
| -2% | -$107K | 0.32% | 73 |
|
|
2021
Q2 | $4.78M | Sell |
183,345
-732
| -0.4% | -$18.9K | 0.32% | 74 |
|
|
2021
Q1 | $4.57M | Buy |
184,077
+13,593
| +8% | +$330K | 0.33% | 70 |
|
|
2020
Q4 | $3.88M | Buy |
170,484
+36,504
| +27% | +$761K | 0.31% | 68 |
|
|
2020
Q3 | $2.48M | Buy |
133,980
+7,356
| +6% | +$136K | 0.21% | 108 |
|
|
2020
Q2 | $2.22M | Buy |
126,624
+62,388
| +97% | +$1.02M | 0.18% | 126 |
|
|
2020
Q1 | $903K | Buy |
64,236
+639
| +1% | +$11.7K | 0.08% | 207 |
|
|
2019
Q4 | $1.27M | Sell |
63,597
-1,959
| -3% | -$37.9K | 0.11% | 176 |
|
|
2019
Q3 | $1.24M | Buy |
65,556
+51
| +0.1% | +$964 | 0.11% | 172 |
|
|
2019
Q2 | $1.25M | Buy |
65,505
+5,124
| +8% | +$95.9K | 0.14% | 148 |
|
|
2019
Q1 | $1.11M | Sell |
60,381
-1,140
| -2% | -$20.4K | 0.14% | 161 |
|
|
2018
Q4 | $983K | Sell |
61,521
-13,533
| -18% | -$236K | 0.14% | 163 |
|
|
2018
Q3 | $1.45M | Sell |
75,054
-9,267
| -11% | -$177K | 0.18% | 115 |
|
|
2018
Q2 | $1.54M | Sell |
84,321
-15,174
| -15% | -$274K | 0.21% | 100 |
|
|
2018
Q1 | $1.75M | Sell |
99,495
-8,061
| -7% | -$145K | 0.24% | 84 |
|
|
2017
Q4 | $1.91M | Buy |
+107,556
| New | +$1.86M | 0.29% | 71 |
|
Other funds holding SCHM
MGIA
AA
LWMT
Advisornet Financial's SCHM Position: Q1 2026 in Review
Advisornet Financial increased its Schwab US Mid-Cap ETF (SCHM) stake by 4.1% in Q1 2026, buying an estimated $241K and bringing the position to 190,469 shares worth $5.9M. The position accounts for 0.31% of the portfolio, ranked #76.
Advisornet Financial first reported a position in SCHM in Q4 2017 and has held it in 34 quarters since. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.
- Advisornet Financial held 190,469 shares of Schwab US Mid-Cap ETF worth $5.9M as of Q1 2026.
- Advisornet Financial bought 7,556 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $241K.
- Schwab US Mid-Cap ETF made up 0.31% of Advisornet Financial's portfolio in Q1 2026, its #76 holding.
- Advisornet Financial first reported a position in Schwab US Mid-Cap ETF in Q4 2017 and has held it in 34 quarters since.
- 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.
Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.