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Atomi Financial Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Atomi Financial Group’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 		$2.08M Buy
67,221
+1,092
+2% +$34.8K 0.06% 239
2025
Q4 		$1.99M Buy
66,129
+21
+0% +$626 0.06% 245
2025
Q3 		$1.96M Buy
66,108
+6,842
+12% +$199K 0.06% 209
2025
Q2 		$1.66M Sell
59,266
-3,748
-6% -$98.9K 0.06% 219
2025
Q1 		$1.65M Buy
63,014
+2,750
+5% +$76.6K 0.08% 201
2024
Q4 		$1.67M Buy
60,264
+42,798
+245% +$1.22M 0.08% 171
2024
Q3 		$484K Sell
17,466
-18,567
-52% -$494K 0.03% 460
2024
Q2 		$935K Buy
+36,033
New +$943K 0.07% 226

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

Atomi Financial Group's SCHM Position: Q1 2026 in Review

Atomi Financial Group increased its Schwab US Mid-Cap ETF (SCHM) stake by 1.7% in Q1 2026, buying an estimated $34.8K and bringing the position to 67,221 shares worth $2.08M. The position accounts for 0.06% of the portfolio, ranked #239.

Atomi Financial Group first reported a position in SCHM in Q2 2024 and has held it in 8 quarters since. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Atomi Financial Group held 67,221 shares of Schwab US Mid-Cap ETF worth $2.08M as of Q1 2026.
  • Atomi Financial Group bought 1,092 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $34.8K.
  • Schwab US Mid-Cap ETF made up 0.06% of Atomi Financial Group's portfolio in Q1 2026, its #239 holding.
  • Atomi Financial Group first reported a position in Schwab US Mid-Cap ETF in Q2 2024 and has held it in 8 quarters since.
  • 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.