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

Ancora 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 		$282K Sell
9,102
-504
-5% -$16K 0.01% 636
2025
Q4 		$289K Hold
9,606
– – 0.01% 654
2025
Q3 		$285K Sell
9,606
-1,737
-15% -$50.6K 0.01% 657
2025
Q2 		$318K Buy
11,343
+1,737
+18% +$45.8K 0.01% 633
2025
Q1 		$252K Hold
9,606
– – 0.01% 667
2024
Q4 		$266K Hold
9,606
– – 0.01% 646
2024
Q3 		$266K Hold
9,606
– – 0.01% 632
2024
Q2 		$249K Sell
9,606
-438
-4% -$11.5K 0.01% 619
2024
Q1 		$273K Hold
10,044
– – 0.01% 608
2023
Q4 		$252K Buy
10,044
+3
+0% +$69 0.01% 633
2023
Q3 		$227K Buy
10,041
+3
+0% +$71 0.01% 638
2023
Q2 		$238K Hold
10,038
– – 0.01% 615
2023
Q1 		$227K Buy
10,038
+3
+0% +$69 0.01% 623
2022
Q4 		$219K Buy
10,035
+8,658
+629% +$190K 0.01% 654
2022
Q3 		$28K Buy
1,377
+873
+173% +$19.5K ﹤0.01% 1255
2022
Q2 		$11K Buy
+504
New +$11.6K ﹤0.01% 1580

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

Ancora Advisors's SCHM Position: Q1 2026 in Review

Ancora Advisors reduced its Schwab US Mid-Cap ETF (SCHM) stake by 5.2% in Q1 2026, selling an estimated $16K and leaving 9,102 shares worth $282K. The position accounts for 0.01% of the portfolio, ranked #636.

Ancora Advisors first reported a position in SCHM in Q2 2022 and has held it in 16 quarters since. The position peaked at $318K in Q2 2025. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Ancora Advisors held 9,102 shares of Schwab US Mid-Cap ETF worth $282K as of Q1 2026.
  • Ancora Advisors sold 504 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $16K.
  • Schwab US Mid-Cap ETF made up 0.01% of Ancora Advisors's portfolio in Q1 2026, its #636 holding.
  • Ancora Advisors first reported a position in Schwab US Mid-Cap ETF in Q2 2022 and has held it in 16 quarters since.
  • Ancora Advisors's Schwab US Mid-Cap ETF position peaked at $318K in Q2 2025.
  • 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.