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Aspiriant LLC’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Aspiriant LLC’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 		$436K Hold
14,067
– – 0.01% 234
2025
Q4 		$423K Sell
14,067
-6,408
-31% -$191K 0.01% 234
2025
Q3 		$607K Buy
20,475
+4,773
+30% +$139K 0.02% 188
2025
Q2 		$440K Sell
15,702
-33,993
-68% -$897K 0.01% 212
2025
Q1 		$1.3M Hold
49,695
– – 0.05% 123
2024
Q4 		$1.38M Buy
49,695
+2,448
+5% +$69.8K 0.05% 121
2024
Q3 		$1.31M Sell
47,247
-246
-0.5% -$6.54K 0.05% 124
2024
Q2 		$1.23M Buy
47,493
+912
+2% +$23.9K 0.05% 125
2024
Q1 		$1.26M Sell
46,581
-159
-0.3% -$4.06K 0.05% 128
2023
Q4 		$1.17M Sell
46,740
-2,361
-5% -$54.1K 0.05% 134
2023
Q3 		$1.11M Sell
49,101
-84
-0.2% -$1.99K 0.06% 128
2023
Q2 		$1.16M Sell
49,185
-3,243
-6% -$73.1K 0.06% 121
2023
Q1 		$1.19M Buy
52,428
+84
+0.2% +$1.93K 0.06% 121
2022
Q4 		$1.14M Hold
52,344
– – 0.06% 119
2022
Q3 		$1.06M Sell
52,344
-9
-0% -$201 0.05% 116
2022
Q2 		$1.09M Sell
52,353
-900
-2% -$20.8K 0.05% 116
2022
Q1 		$1.35M Sell
53,253
-1,671
-3% -$41.9K 0.07% 111
2021
Q4 		$1.47M Sell
54,924
-1,605
-3% -$42.8K 0.08% 108
2021
Q3 		$1.45M Sell
56,529
-717
-1% -$18.7K 0.08% 93
2021
Q2 		$1.49M Sell
57,246
-306
-0.5% -$7.9K 0.08% 89
2021
Q1 		$1.43M Sell
57,552
-2,544
-4% -$61.7K 0.09% 83
2020
Q4 		$1.36M Sell
60,096
-2,376
-4% -$49.6K 0.09% 81
2020
Q3 		$1.16M Sell
62,472
-1,653
-3% -$30.6K 0.09% 93
2020
Q2 		$1.13M Sell
64,125
-42,306
-40% -$690K 0.1% 74
2020
Q1 		$1.49M Sell
106,431
-21,438
-17% -$393K 0.15% 61
2019
Q4 		$2.56M Sell
127,869
-2,604
-2% -$50.4K 0.24% 52
2019
Q3 		$2.46M Sell
130,473
-17,700
-12% -$334K 0.22% 68
2019
Q2 		$2.83M Sell
148,173
-14,907
-9% -$279K 0.24% 64
2019
Q1 		$3.01M Sell
163,080
-41,313
-20% -$738K 0.25% 64
2018
Q4 		$3.27M Sell
204,393
-36,696
-15% -$641K 0.25% 57
2018
Q3 		$4.65M Sell
241,089
-30,591
-11% -$583K 0.4% 47
2018
Q2 		$4.97M Sell
271,680
-41,796
-13% -$756K 0.43% 48
2018
Q1 		$5.53M Buy
313,476
+270,822
+635% +$4.86M 0.48% 41
2017
Q4 		$757K Sell
42,654
-468,276
-92% -$8.08M 0.22% 41
2017
Q3 		$8.53M Sell
510,930
-103,677
-17% -$1.69M 0.72% 32
2017
Q2 		$9.87M Sell
614,607
-109,005
-15% -$1.73M 0.86% 26
2017
Q1 		$11.4M Sell
723,612
-38,928
-5% -$607K 0.97% 25
2016
Q4 		$11.5M Buy
762,540
+229,530
+43% +$3.36M 1.04% 21
2016
Q3 		$7.73M Buy
533,010
+13,674
+3% +$198K 0.77% 19
2016
Q2 		$7.38M Sell
519,336
-109,890
-17% -$1.51M 0.7% 21
2016
Q1 		$8.51M Buy
+629,226
New +$7.94M 0.81% 19

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

Aspiriant LLC's SCHM Position: Q1 2026 in Review

Aspiriant LLC held its Schwab US Mid-Cap ETF (SCHM) position steady in Q1 2026 at 14,067 shares worth $436K. The position accounts for 0.01% of the portfolio, ranked #234.

Aspiriant LLC first reported a position in SCHM in Q1 2016 and has held it in 41 quarters since. The position peaked at $11.5M in Q4 2016. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Aspiriant LLC held 14,067 shares of Schwab US Mid-Cap ETF worth $436K as of Q1 2026.
  • Aspiriant LLC left its Schwab US Mid-Cap ETF share count unchanged in Q1 2026.
  • Schwab US Mid-Cap ETF made up 0.01% of Aspiriant LLC's portfolio in Q1 2026, its #234 holding.
  • Aspiriant LLC first reported a position in Schwab US Mid-Cap ETF in Q1 2016 and has held it in 41 quarters since.
  • Aspiriant LLC's Schwab US Mid-Cap ETF position peaked at $11.5M in Q4 2016.
  • 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Aspiriant LLC's 13F filing for Q1 2026, filed 12 May 2026.