ACM
SCHM icon

Anfield Capital Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Anfield Capital 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 		$5.39K Hold
174
– – ﹤0.01% 501
2025
Q4 		$5.23K Hold
174
– – ﹤0.01% 399
2025
Q3 		$5.16K Hold
174
– – ﹤0.01% 406
2025
Q2 		$4.88K Hold
174
– – ﹤0.01% 371
2025
Q1 		$4.56K Hold
174
– – ﹤0.01% 337
2024
Q4 		$4.82K Hold
174
– – ﹤0.01% 318
2024
Q3 		$1.61K Hold
174
– – ﹤0.01% 382
2024
Q2 		$4.51K Hold
174
– – ﹤0.01% 274
2024
Q1 		$4.72K Buy
+174
New +$4.44K ﹤0.01% 213

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

Anfield Capital Management's SCHM Position: Q1 2026 in Review

Anfield Capital Management held its Schwab US Mid-Cap ETF (SCHM) position steady in Q1 2026 at 174 shares worth $5.39K. The position accounts for ﹤0.01% of the portfolio, ranked #501.

Anfield Capital Management first reported a position in SCHM in Q1 2024 and has held it in 9 quarters since. 1,017 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Anfield Capital Management held 174 shares of Schwab US Mid-Cap ETF worth $5.39K as of Q1 2026.
  • Anfield Capital Management left its Schwab US Mid-Cap ETF share count unchanged in Q1 2026.
  • Schwab US Mid-Cap ETF made up ﹤0.01% of Anfield Capital Management's portfolio in Q1 2026, its #501 holding.
  • Anfield Capital Management first reported a position in Schwab US Mid-Cap ETF in Q1 2024 and has held it in 9 quarters since.
  • 1,017 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Anfield Capital Management's 13F filing for Q1 2026, filed 12 May 2026.