AWA
SCHM icon

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

Arkadios Wealth 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 		$875K Buy
28,268
+2,755
+11% +$87.7K 0.01% 853
2025
Q4 		$767K Buy
25,513
+972
+4% +$29K 0.01% 822
2025
Q3 		$727K Buy
+24,541
New +$714K 0.02% 775

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

Arkadios Wealth Advisors's SCHM Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its Schwab US Mid-Cap ETF (SCHM) stake by 11% in Q1 2026, buying an estimated $87.7K and bringing the position to 28,268 shares worth $875K. The position accounts for 0.01% of the portfolio, ranked #853.

Arkadios Wealth Advisors first reported a position in SCHM in Q3 2025 and has held it in 3 quarters since. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Arkadios Wealth Advisors held 28,268 shares of Schwab US Mid-Cap ETF worth $875K as of Q1 2026.
  • Arkadios Wealth Advisors bought 2,755 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $87.7K.
  • Schwab US Mid-Cap ETF made up 0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #853 holding.
  • Arkadios Wealth Advisors first reported a position in Schwab US Mid-Cap ETF in Q3 2025 and has held it in 3 quarters since.
  • 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.