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Athena Investment Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Athena Investment 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 		$2.59M Buy
83,744
+785
+0.9% +$25K 1.34% 11
2025
Q4 		$2.49M Buy
82,959
+46
+0.1% +$1.37K 1.28% 12
2025
Q3 		$2.46M Buy
82,913
+967
+1% +$28.1K 1.28% 13
2025
Q2 		$2.3M Buy
81,946
+1,067
+1% +$28.1K 1.28% 10
2025
Q1 		$2.12M Buy
80,879
+1,866
+2% +$52K 1.28% 12
2024
Q4 		$2.19M Buy
79,013
+1,283
+2% +$36.6K 1.27% 11
2024
Q3 		$2.15M Buy
77,730
+1,932
+3% +$51.4K 1.23% 12
2024
Q2 		$1.97M Buy
75,798
+1,482
+2% +$38.8K 1.19% 11
2024
Q1 		$2.02M Buy
74,316
+498
+0.7% +$12.7K 1.21% 14
2023
Q4 		$1.85M Buy
73,818
+1,740
+2% +$39.9K 1.2% 13
2023
Q3 		$1.63M Sell
72,078
-1,416
-2% -$33.5K 1.16% 16
2023
Q2 		$1.74M Buy
73,494
+4,569
+7% +$103K 1.2% 14
2023
Q1 		$1.56M Buy
68,925
+582
+0.9% +$13.4K 1.12% 16
2022
Q4 		$1.49M Buy
68,343
+1,092
+2% +$23.9K 1.1% 17
2022
Q3 		$1.36M Buy
67,251
+6,270
+10% +$140K 1.14% 16
2022
Q2 		$1.27M Buy
60,981
+21,129
+53% +$488K 1.01% 23
2022
Q1 		$1.01M Buy
+39,852
New +$999K 0.78% 33

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

Athena Investment Management's SCHM Position: Q1 2026 in Review

Athena Investment Management increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.95% in Q1 2026, buying an estimated $25K and bringing the position to 83,744 shares worth $2.59M. The position accounts for 1.34% of the portfolio, ranked #11.

Athena Investment Management first reported a position in SCHM in Q1 2022 and has held it in 17 quarters since. 1,012 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Athena Investment Management held 83,744 shares of Schwab US Mid-Cap ETF worth $2.59M as of Q1 2026.
  • Athena Investment Management bought 785 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $25K.
  • Schwab US Mid-Cap ETF made up 1.34% of Athena Investment Management's portfolio in Q1 2026, its #11 holding.
  • Athena Investment Management first reported a position in Schwab US Mid-Cap ETF in Q1 2022 and has held it in 17 quarters since.
  • 1,012 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

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