Ausdal Financial Partners’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Ausdal Financial Partners’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	$9.2M	Buy	297,140 +17,983	+6%	+$573K	0.41%	42
2025 Q4	$8.39M	Sell	279,157 -3,130	-1%	-$93.3K	0.39%	57
2025 Q3	$8.37M	Buy	282,287 +3,073	+1%	+$89.5K	0.41%	47
2025 Q2	$7.83M	Buy	279,214 +578	+0.2%	+$15.2K	0.52%	37
2025 Q1	$7.3M	Buy	278,636 +5,501	+2%	+$153K	0.55%	35
2024 Q4	$7.57M	Buy	273,135 +4,647	+2%	+$132K	0.65%	34
2024 Q3	$7.44M	Buy	268,488 +6,588	+3%	+$175K	0.77%	23
2024 Q2	$6.79M	Buy	261,900 +2,610	+1%	+$68.3K	0.73%	23
2024 Q1	$7.04M	Sell	259,290 -2,310	-0.9%	-$58.9K	0.82%	21
2023 Q4	$6.57M	Buy	261,600 +8,790	+3%	+$201K	0.81%	22
2023 Q3	$5.7M	Buy	252,810 +3,909	+2%	+$92.6K	0.79%	24
2023 Q2	$5.89M	Buy	248,901 +8,952	+4%	+$202K	0.8%	23
2023 Q1	$5.43M	Sell	239,949 -6,939	-3%	-$160K	0.75%	23
2022 Q4	$5.4M	Sell	246,888 -3,531	-1%	-$77.4K	0.78%	20
2022 Q3	$5.05M	Sell	250,419 -12,129	-5%	-$271K	0.8%	20
2022 Q2	$5.49M	Sell	262,548 -36,213	-12%	-$836K	0.83%	22
2022 Q1	$7.55M	Sell	298,761 -6,939	-2%	-$174K	1.03%	17
2021 Q4	$8.2M	Buy	305,700 +16,974	+6%	+$453K	1.1%	15
2021 Q3	$7.38M	Buy	288,726 +18,201	+7%	+$476K	1.1%	14
2021 Q2	$7.06M	Buy	270,525 +26,271	+11%	+$679K	1.07%	15
2021 Q1	$6.06M	Buy	244,254 +38,016	+18%	+$922K	1.02%	17
2020 Q4	$4.69M	Buy	206,238 +33,156	+19%	+$691K	0.91%	22
2020 Q3	$3.2M	Buy	173,082 +49,824	+40%	+$923K	0.77%	28
2020 Q2	$2.16M	Buy	123,258 +19,680	+19%	+$321K	0.72%	38
2020 Q1	$1.56M	Buy	103,578 +14,238	+16%	+$261K	0.55%	48
2019 Q4	$1.8M	Buy	89,340 +9,909	+12%	+$192K	0.53%	46
2019 Q3	$1.5M	Buy	79,431 +1,203	+2%	+$22.7K	0.53%	51
2019 Q2	$1.52M	Buy	78,228 +5,391	+7%	+$101K	0.58%	44
2019 Q1	$1.34M	Buy	72,837 +8,514	+13%	+$152K	0.55%	45
2018 Q4	$1.03M	Sell	64,323 -17,019	-21%	-$297K	0.5%	51
2018 Q3	$1.57M	Buy	81,342 +6,783	+9%	+$129K	0.44%	58
2018 Q2	$1.36M	Buy	74,559 +17,223	+30%	+$312K	0.42%	61
2018 Q1	$1.01M	Buy	57,336 +12,231	+27%	+$220K	0.35%	80
2017 Q4	$801K	Buy	45,105 +4,638	+11%	+$80K	0.29%	107
2017 Q3	$676K	Buy	40,467 +4,530	+13%	+$73.6K	0.27%	108
2017 Q2	$577K	Buy	35,937 +11,745	+49%	+$187K	0.25%	118
2017 Q1	$382K	Buy	+24,192	New	+$377K	0.17%	156
2016 Q1	–	Sell	-720	Closed	-$10K	–	872
2015 Q4	$10K	Buy	+720	New	+$9.78K	0.01%	913

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

Ausdal Financial Partners's SCHM Position: Q1 2026 in Review

Ausdal Financial Partners increased its Schwab US Mid-Cap ETF (SCHM) stake by 6.4% in Q1 2026, buying an estimated $573K and bringing the position to 297,140 shares worth $9.2M. The position accounts for 0.41% of the portfolio, ranked #42.

Ausdal Financial Partners first reported a position in SCHM in Q4 2015 and has held it in 38 quarters since. 1,013 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

Ausdal Financial Partners held 297,140 shares of Schwab US Mid-Cap ETF worth $9.2M as of Q1 2026.
Ausdal Financial Partners bought 17,983 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $573K.
Schwab US Mid-Cap ETF made up 0.41% of Ausdal Financial Partners's portfolio in Q1 2026, its #42 holding.
Ausdal Financial Partners first reported a position in Schwab US Mid-Cap ETF in Q4 2015 and has held it in 38 quarters since.
1,013 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Ausdal Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.