Advisory Services Network’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Advisory Services Network’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	$2.85M	Buy	92,019 +1,377	+2%	+$43.8K	0.04%	506
2025 Q4	$2.73M	Buy	90,642 +13	+0%	+$388	0.04%	488
2025 Q3	$2.69M	Buy	90,629 +9	+0%	+$262	0.04%	478
2025 Q2	$2.59M	Buy	+90,620	New	+$2.39M	0.04%	465
2024 Q1	–	Sell	-1,263	Closed	-$31.7K	–	3266
2023 Q4	$31.7K	Buy	+1,263	New	+$28.9K	﹤0.01%	2268
2023 Q2	–	Sell	-1,710	Closed	-$38.7K	–	3263
2023 Q1	$38.7K	Sell	1,710 -1,422	-45%	-$32.7K	﹤0.01%	2167
2022 Q4	$68.5K	Sell	3,132 -21,612	-87%	-$474K	﹤0.01%	1813
2022 Q3	$499K	Sell	24,744 -99	-0.4%	-$2.21K	0.02%	805
2022 Q2	$519K	Sell	24,843 -3,996	-14%	-$92.2K	0.02%	811
2022 Q1	$729K	Buy	28,839 +4,476	+18%	+$112K	0.02%	740
2021 Q4	$653K	Sell	24,363 -441	-2%	-$11.8K	0.02%	774
2021 Q3	$634K	Sell	24,804 -60,303	-71%	-$1.58M	0.02%	779
2021 Q2	$2.22M	Sell	85,107 -2,646	-3%	-$68.3K	0.07%	364
2021 Q1	$2.18M	Sell	87,753 -13,668	-13%	-$332K	0.08%	322
2020 Q4	$2.31M	Sell	101,421 -90,375	-47%	-$1.88M	0.09%	260
2020 Q3	$3.55M	Sell	191,796 -6,930	-3%	-$128K	0.17%	156
2020 Q2	$3.49M	Sell	198,726 -12,771	-6%	-$208K	0.19%	140
2020 Q1	$2.97M	Sell	211,497 -8,652	-4%	-$158K	0.19%	130
2019 Q4	$4.41M	Buy	220,149 +44,316	+25%	+$858K	0.23%	101
2019 Q3	$3.35M	Hold	175,833	–	–	0.21%	124
2019 Q2	$3.35M	Buy	175,833 +73,509	+72%	+$1.38M	0.21%	124
2019 Q1	$1.89M	Buy	102,324 +9,078	+10%	+$162K	0.13%	198
2018 Q4	$1.49M	Buy	93,246 +28,668	+44%	+$501K	0.13%	208
2018 Q3	$1.25M	Buy	64,578 +4,374	+7%	+$83.3K	0.09%	294
2018 Q2	$1.14M	Buy	60,204 +12,423	+26%	+$225K	0.09%	309
2018 Q1	$842K	Buy	47,781 +3,945	+9%	+$70.9K	0.07%	378
2017 Q4	$778K	Buy	43,836 +11,520	+36%	+$199K	0.07%	366
2017 Q3	$540K	Buy	32,316 +17,958	+125%	+$292K	0.06%	381
2017 Q2	$230K	Buy	14,358 +5,748	+67%	+$91.3K	0.03%	590
2017 Q1	$136K	Buy	+8,610	New	+$134K	0.02%	723
2016 Q3	$48K	Buy	3,324 +831	+33%	+$12K	0.01%	879
2016 Q2	$35K	Buy	2,493 +1,101	+79%	+$15.2K	0.01%	886
2016 Q1	$19K	Buy	1,392 +1,323	+1,917%	+$16.7K	0.01%	924
2015 Q4	$1K	Hold	69	–	–	﹤0.01%	1455
2015 Q3	$1K	Buy	+69	New	+$958	﹤0.01%	1446

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Advisory Services Network's SCHM Position: Q1 2026 in Review

Advisory Services Network increased its Schwab US Mid-Cap ETF (SCHM) stake by 1.5% in Q1 2026, buying an estimated $43.8K and bringing the position to 92,019 shares worth $2.85M. The position accounts for 0.04% of the portfolio, ranked #506.

Advisory Services Network first reported a position in SCHM in Q3 2015 and has held it in 35 quarters since. The position peaked at $4.41M in Q4 2019. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

Advisory Services Network held 92,019 shares of Schwab US Mid-Cap ETF worth $2.85M as of Q1 2026.
Advisory Services Network bought 1,377 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $43.8K.
Schwab US Mid-Cap ETF made up 0.04% of Advisory Services Network's portfolio in Q1 2026, its #506 holding.
Advisory Services Network first reported a position in Schwab US Mid-Cap ETF in Q3 2015 and has held it in 35 quarters since.
Advisory Services Network's Schwab US Mid-Cap ETF position peaked at $4.41M in Q4 2019.
1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.