Arrowroot Family Office’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Arrowroot Family Office’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	$1.96M	Sell	63,245 -3,845	-6%	-$122K	0.65%	40
2025 Q4	$2.02M	Sell	67,090 -7,857	-10%	-$234K	0.73%	35
2025 Q3	$2.22M	Sell	74,947 -615	-0.8%	-$17.9K	0.89%	27
2025 Q2	$2.12M	Buy	+75,562	New	+$1.99M	0.95%	26
2024 Q4	$2.73M	Sell	98,415 -28,074	-22%	-$800K	1.42%	21
2024 Q3	$3.5M	Sell	126,489 -8,130	-6%	-$216K	2.04%	15
2024 Q2	$3.49M	Sell	134,619 -7,863	-6%	-$206K	2.24%	14
2024 Q1	$3.87M	Sell	142,482 -852	-0.6%	-$21.7K	2.48%	8
2023 Q4	$3.6M	Sell	143,334 -11,964	-8%	-$274K	2.55%	7
2023 Q3	$3.5M	Sell	155,298 -642	-0.4%	-$15.2K	2.76%	6
2023 Q2	$3.69M	Buy	155,940 +2,265	+1%	+$51K	2.79%	4
2023 Q1	$3.48M	Buy	+153,675	New	+$3.54M	2.97%	3

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Arrowroot Family Office's SCHM Position: Q1 2026 in Review

Arrowroot Family Office reduced its Schwab US Mid-Cap ETF (SCHM) stake by 5.7% in Q1 2026, selling an estimated $122K and leaving 63,245 shares worth $1.96M. The position accounts for 0.65% of the portfolio, ranked #40.

Arrowroot Family Office first reported a position in SCHM in Q1 2023 and has held it in 12 quarters since. The position peaked at $3.87M in Q1 2024. 1,012 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

Arrowroot Family Office held 63,245 shares of Schwab US Mid-Cap ETF worth $1.96M as of Q1 2026.
Arrowroot Family Office sold 3,845 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $122K.
Schwab US Mid-Cap ETF made up 0.65% of Arrowroot Family Office's portfolio in Q1 2026, its #40 holding.
Arrowroot Family Office first reported a position in Schwab US Mid-Cap ETF in Q1 2023 and has held it in 12 quarters since.
Arrowroot Family Office's Schwab US Mid-Cap ETF position peaked at $3.87M in Q1 2024.
1,012 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Arrowroot Family Office's 13F filing for Q1 2026, filed 14 May 2026.