AIA
SCHM icon

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

Armor Investment 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 		$848K Sell
27,381
-1,205
-4% -$38.4K 0.31% 54
2025
Q4 		$860K Sell
28,586
-1,792
-6% -$53.4K 0.32% 53
2025
Q3 		$900K Sell
30,378
-27,756
-48% -$808K 0.29% 55
2025
Q2 		$1.63M Sell
58,134
-1,750
-3% -$46.2K 0.61% 38
2025
Q1 		$1.57M Sell
59,884
-1,365
-2% -$38K 0.65% 35
2024
Q4 		$1.7M Sell
61,249
-1,721
-3% -$49K 0.7% 35
2024
Q3 		$1.74M Sell
62,970
-429
-0.7% -$11.4K 0.72% 34
2024
Q2 		$1.64M Sell
63,399
-648
-1% -$17K 0.76% 37
2024
Q1 		$1.74M Sell
64,047
-1,542
-2% -$39.3K 0.84% 36
2023
Q4 		$1.65M Sell
65,589
-1,476
-2% -$33.8K 0.87% 36
2023
Q3 		$1.51M Buy
67,065
+1,227
+2% +$29.1K 0.9% 38
2023
Q2 		$1.56M Sell
65,838
-243
-0.4% -$5.48K 0.94% 36
2023
Q1 		$1.49M Sell
66,081
-702
-1% -$16.2K 0.85% 39
2022
Q4 		$1.46M Sell
66,783
-729
-1% -$16K 0.89% 37
2022
Q3 		$1.36M Sell
67,512
-1,488
-2% -$33.2K 0.93% 35
2022
Q2 		$1.44M Sell
69,000
-2,571
-4% -$59.3K 0.94% 35
2022
Q1 		$1.81M Sell
71,571
-2,598
-4% -$65.1K 1.02% 35
2021
Q4 		$1.99M Sell
74,169
-15,531
-17% -$414K 1.12% 30
2021
Q3 		$2.29M Sell
89,700
-4,608
-5% -$120K 1.44% 18
2021
Q2 		$2.46M Buy
94,308
+9,816
+12% +$254K 1.49% 20
2021
Q1 		$2.1M Buy
84,492
+1,068
+1% +$25.9K 1.36% 23
2020
Q4 		$1.9M Buy
83,424
+2,010
+2% +$41.9K 1.34% 24
2020
Q3 		$1.51M Buy
81,414
+5,142
+7% +$95.3K 1.29% 27
2020
Q2 		$1.34M Buy
76,272
+3,345
+5% +$54.5K 1.16% 32
2020
Q1 		$1.02M Buy
72,927
+6,795
+10% +$124K 1.05% 33
2019
Q4 		$1.33M Buy
66,132
+5,961
+10% +$115K 1.03% 35
2019
Q3 		$1.13M Buy
60,171
+7,425
+14% +$140K 0.93% 36
2019
Q2 		$1M Buy
52,746
+11,061
+27% +$207K 0.85% 39
2019
Q1 		$770K Buy
41,685
+1,110
+3% +$19.8K 0.67% 48
2018
Q4 		$648K Buy
40,575
+3,000
+8% +$52.4K 0.66% 49
2018
Q3 		$724K Buy
37,575
+30
+0.1% +$572 0.64% 52
2018
Q2 		$687K Buy
37,545
+2,997
+9% +$54.2K 0.62% 53
2018
Q1 		$609K Buy
34,548
+6,900
+25% +$124K 0.55% 56
2017
Q4 		$491K Buy
27,648
+498
+2% +$8.59K 0.44% 61
2017
Q3 		$453K Buy
27,150
+300
+1% +$4.88K 0.43% 64
2017
Q2 		$431K Sell
26,850
-1,248
-4% -$19.8K 0.43% 64
2017
Q1 		$443K Sell
28,098
-240
-0.8% -$3.74K 0.44% 64
2016
Q4 		$426K Buy
+28,338
New +$415K 0.44% 64

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

Armor Investment Advisors's SCHM Position: Q1 2026 in Review

Armor Investment Advisors reduced its Schwab US Mid-Cap ETF (SCHM) stake by 4.2% in Q1 2026, selling an estimated $38.4K and leaving 27,381 shares worth $848K. The position accounts for 0.31% of the portfolio, ranked #54.

Armor Investment Advisors first reported a position in SCHM in Q4 2016 and has held it in 38 quarters since. The position peaked at $2.46M in Q2 2021. 1,012 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Armor Investment Advisors held 27,381 shares of Schwab US Mid-Cap ETF worth $848K as of Q1 2026.
  • Armor Investment Advisors sold 1,205 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $38.4K.
  • Schwab US Mid-Cap ETF made up 0.31% of Armor Investment Advisors's portfolio in Q1 2026, its #54 holding.
  • Armor Investment Advisors first reported a position in Schwab US Mid-Cap ETF in Q4 2016 and has held it in 38 quarters since.
  • Armor Investment Advisors's Schwab US Mid-Cap ETF position peaked at $2.46M in Q2 2021.
  • 1,012 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Armor Investment Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.