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Anchor Investment Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Anchor Investment Management’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 		$6.35M Sell
205,178
-2,489
-1% -$79.3K 0.53% 48
2025
Q4 		$6.24M Buy
207,667
+2,793
+1% +$83.3K 0.51% 50
2025
Q3 		$6.07M Buy
204,874
+3,515
+2% +$102K 0.5% 49
2025
Q2 		$5.65M Sell
201,359
-2,378
-1% -$62.7K 0.5% 51
2025
Q1 		$5.34M Buy
203,737
+1,796
+0.9% +$50K 0.5% 52
2024
Q4 		$5.6M Sell
201,941
-8,728
-4% -$249K 0.52% 49
2024
Q3 		$5.83M Buy
210,669
+3,408
+2% +$90.6K 0.55% 48
2024
Q2 		$5.38M Sell
207,261
-117,423
-36% -$3.07M 0.55% 48
2024
Q1 		$8.81M Sell
324,684
-636
-0.2% -$16.2K 0.92% 25
2023
Q4 		$8.17M Buy
325,320
+864
+0.3% +$19.8K 0.94% 25
2023
Q3 		$7.32M Sell
324,456
-3,414
-1% -$80.9K 0.96% 25
2023
Q2 		$7.76M Sell
327,870
-264
-0.1% -$5.95K 0.99% 20
2023
Q1 		$7.42M Buy
328,134
+4,266
+1% +$98.2K 1.01% 20
2022
Q4 		$7.08M Buy
323,868
+7,230
+2% +$158K 1.02% 23
2022
Q3 		$6.39M Buy
316,638
+39,948
+14% +$891K 0.99% 24
2022
Q2 		$5.79M Buy
276,690
+7,659
+3% +$177K 0.84% 27
2022
Q1 		$6.8M Sell
269,031
-3,639
-1% -$91.2K 0.86% 24
2021
Q4 		$7.31M Buy
272,670
+9,057
+3% +$242K 0.91% 24
2021
Q3 		$6.74M Buy
263,613
+6,102
+2% +$159K 0.94% 20
2021
Q2 		$6.72M Buy
257,511
+7,128
+3% +$184K 0.93% 21
2021
Q1 		$6.21M Sell
250,383
-15,981
-6% -$388K 0.95% 23
2020
Q4 		$6.05M Buy
266,364
+8,592
+3% +$179K 1.09% 16
2020
Q3 		$4.77M Sell
257,772
-2,283
-0.9% -$42.3K 0.97% 21
2020
Q2 		$4.56M Sell
260,055
-27
-0% -$440 1.02% 22
2020
Q1 		$3.66M Sell
260,082
-19,959
-7% -$365K 0.94% 20
2019
Q4 		$5.61M Buy
280,041
+16,023
+6% +$310K 1.2% 11
2019
Q3 		$4.98M Buy
264,018
+33
+0% +$623 1.15% 12
2019
Q2 		$5.02M Buy
263,985
+83,646
+46% +$1.56M 1.2% 10
2019
Q1 		$3.33M Buy
180,339
+28,665
+19% +$512K 0.83% 28
2018
Q4 		$2.42M Sell
151,674
-38,826
-20% -$678K 0.69% 34
2018
Q3 		$3.67M Buy
190,500
+25,656
+16% +$489K 0.84% 25
2018
Q2 		$3.02M Buy
164,844
+30,879
+23% +$558K 0.74% 30
2018
Q1 		$2.36M Buy
133,965
+23,343
+21% +$419K 0.62% 39
2017
Q4 		$1.96M Buy
110,622
+81,774
+283% +$1.41M 0.52% 60
2017
Q3 		$482K Buy
28,848
+18,882
+189% +$307K 0.14% 157
2017
Q2 		$160K Buy
9,966
+8,685
+678% +$138K 0.05% 266
2017
Q1 		$20.2K Buy
+1,281
New +$20K 0.01% 483

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

Anchor Investment Management's SCHM Position: Q1 2026 in Review

Anchor Investment Management reduced its Schwab US Mid-Cap ETF (SCHM) stake by 1.2% in Q1 2026, selling an estimated $79.3K and leaving 205,178 shares worth $6.35M. The position accounts for 0.53% of the portfolio, ranked #48.

Anchor Investment Management first reported a position in SCHM in Q1 2017 and has held it in 37 quarters since. The position peaked at $8.81M in Q1 2024. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Anchor Investment Management held 205,178 shares of Schwab US Mid-Cap ETF worth $6.35M as of Q1 2026.
  • Anchor Investment Management sold 2,489 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $79.3K.
  • Schwab US Mid-Cap ETF made up 0.53% of Anchor Investment Management's portfolio in Q1 2026, its #48 holding.
  • Anchor Investment Management first reported a position in Schwab US Mid-Cap ETF in Q1 2017 and has held it in 37 quarters since.
  • Anchor Investment Management's Schwab US Mid-Cap ETF position peaked at $8.81M in Q1 2024.
  • 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.