Alliance Wealth Management Group’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 | $11.6M | Sell |
376,193
-4,084
| -1% | -$130K | 2.55% | 13 |
|
|
2025
Q4 | $11.4M | Sell |
380,277
-5,975
| -2% | -$178K | 2.51% | 13 |
|
|
2025
Q3 | $11.4M | Sell |
386,252
-2,373
| -0.6% | -$69.1K | 2.55% | 12 |
|
|
2025
Q2 | $10.9M | Buy |
388,625
+24,366
| +7% | +$643K | 2.78% | 10 |
|
|
2025
Q1 | $9.54M | Sell |
364,259
-11,412
| -3% | -$318K | 2.57% | 13 |
|
|
2024
Q4 | $10.4M | Sell |
375,671
-2,971
| -0.8% | -$84.7K | 2.79% | 9 |
|
|
2024
Q3 | $10.5M | Sell |
378,642
-17,082
| -4% | -$454K | 2.79% | 11 |
|
|
2024
Q2 | $10.3M | Sell |
395,724
-13,956
| -3% | -$365K | 2.93% | 9 |
|
|
2024
Q1 | $11.1M | Sell |
409,680
-10,323
| -2% | -$263K | 3.26% | 9 |
|
|
2023
Q4 | $10.5M | Buy |
+420,003
| New | +$9.62M | 3.29% | 10 |
|
|
2023
Q2 | $10.3M | Buy |
434,175
+1,434
| +0.3% | +$32.3K | 3.34% | 8 |
|
|
2023
Q1 | $9.79M | Sell |
432,741
-6,600
| -2% | -$152K | 3.32% | 8 |
|
|
2022
Q4 | $9.61M | Sell |
439,341
-3
| -0% | -$66 | 3.51% | 7 |
|
|
2022
Q3 | $8.87M | Buy |
439,344
+28,473
| +7% | +$635K | 3.45% | 8 |
|
|
2022
Q2 | $8.59M | Sell |
410,871
-12,246
| -3% | -$283K | 3.17% | 9 |
|
|
2022
Q1 | $10.7M | Sell |
423,117
-7,851
| -2% | -$197K | 3.48% | 8 |
|
|
2021
Q4 | $11.6M | Buy |
430,968
+11,172
| +3% | +$298K | 3.58% | 10 |
|
|
2021
Q3 | $10.7M | Buy |
419,796
+8,130
| +2% | +$212K | 3.48% | 10 |
|
|
2021
Q2 | $10.7M | Sell |
411,666
-13,011
| -3% | -$336K | 3.57% | 10 |
|
|
2021
Q1 | $10.5M | Sell |
424,677
-28,146
| -6% | -$683K | 3.97% | 8 |
|
|
2020
Q4 | $10.3M | Buy |
452,823
+4,260
| +0.9% | +$88.8K | 4.05% | 8 |
|
|
2020
Q3 | $8.29M | Sell |
448,563
-31,776
| -7% | -$589K | 3.56% | 9 |
|
|
2020
Q2 | $8.43M | Buy |
480,339
+98,667
| +26% | +$1.61M | 3.85% | 9 |
|
|
2020
Q1 | $5.36M | Sell |
381,672
-22,200
| -5% | -$407K | 2.86% | 13 |
|
|
2019
Q4 | $8.1M | Buy |
403,872
+15,582
| +4% | +$302K | 3.61% | 8 |
|
|
2019
Q3 | $7.32M | Buy |
388,290
+3,603
| +0.9% | +$68.1K | 3.52% | 9 |
|
|
2019
Q2 | $7.32M | Buy |
384,687
+5,916
| +2% | +$111K | 3.59% | 7 |
|
|
2019
Q1 | $6.99M | Buy |
378,771
+39,336
| +12% | +$703K | 3.71% | 6 |
|
|
2018
Q4 | $5.42M | Sell |
339,435
-3,015
| -0.9% | -$52.7K | 3.24% | 12 |
|
|
2018
Q3 | $6.6M | Buy |
342,450
+41,511
| +14% | +$791K | 3.6% | 11 |
|
|
2018
Q2 | $5.51M | Sell |
300,939
-33,651
| -10% | -$609K | 3.19% | 12 |
|
|
2018
Q1 | $5.9M | Buy |
334,590
+11,694
| +4% | +$210K | 2.77% | 13 |
|
|
2017
Q4 | $5.72M | Sell |
322,896
-418,167
| -56% | -$7.22M | 2.84% | 14 |
|
|
2017
Q3 | $12.4M | Buy |
741,063
+395,832
| +115% | +$6.43M | 3.15% | 9 |
|
|
2017
Q2 | $5.54M | Buy |
345,231
+54,324
| +19% | +$863K | 3.1% | 9 |
|
|
2017
Q1 | $4.66M | Buy |
+290,907
| New | +$4.53M | 2.69% | 9 |
|
|
2016
Q1 | – | Sell |
-32,937
| Closed | -$440K | – | 37 |
|
|
2015
Q4 | $440K | Buy |
+32,937
| New | +$447K | 0.42% | 23 |
|
Other funds holding SCHM
MGIA
AA
LWMT
Alliance Wealth Management Group's SCHM Position: Q1 2026 in Review
Alliance Wealth Management Group reduced its Schwab US Mid-Cap ETF (SCHM) stake by 1.1% in Q1 2026, selling an estimated $130K and leaving 376,193 shares worth $11.6M. The position accounts for 2.55% of the portfolio, ranked #13.
Alliance Wealth Management Group first reported a position in SCHM in Q4 2015 and has held it in 37 quarters since. The position peaked at $12.4M in Q3 2017. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.
- Alliance Wealth Management Group held 376,193 shares of Schwab US Mid-Cap ETF worth $11.6M as of Q1 2026.
- Alliance Wealth Management Group sold 4,084 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $130K.
- Schwab US Mid-Cap ETF made up 2.55% of Alliance Wealth Management Group's portfolio in Q1 2026, its #13 holding.
- Alliance Wealth Management Group first reported a position in Schwab US Mid-Cap ETF in Q4 2015 and has held it in 37 quarters since.
- Alliance Wealth Management Group's Schwab US Mid-Cap ETF position peaked at $12.4M in Q3 2017.
- 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.
Based on Alliance Wealth Management Group's 13F filing for Q1 2026, filed 29 Apr 2026.