AWM Capital’s Schwab US Mid-Cap ETF SCHM Stock Holding History

AWM Capital’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	$287K	Buy	9,270 +4	+0%	+$127	0.03%	100
2025 Q4	$279K	Buy	9,266 +8	+0.1%	+$238	0.03%	86
2025 Q3	$274K	Buy	9,258 +6	+0.1%	+$175	0.02%	86
2025 Q2	$260K	Hold	9,252	–	–	0.03%	90
2025 Q1	$242K	Hold	9,252	–	–	0.03%	95
2024 Q4	$256K	Hold	9,252	–	–	0.03%	87
2024 Q3	$256K	Hold	9,252	–	–	0.03%	80
2024 Q2	$240K	Hold	9,252	–	–	0.04%	79
2024 Q1	$251K	Hold	9,252	–	–	0.04%	76
2023 Q4	$232K	Hold	9,252	–	–	0.04%	76
2023 Q3	$209K	Hold	9,252	–	–	0.04%	78
2023 Q2	$219K	Hold	9,252	–	–	0.05%	66
2023 Q1	$209K	Buy	+9,252	New	+$213K	0.06%	76
2022 Q1	–	Sell	-7,632	Closed	-$205K	–	63
2021 Q4	$205K	Hold	7,632	–	–	0.16%	55
2021 Q3	$209K	Buy	+7,632	New	+$199K	0.16%	61

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

AWM Capital's SCHM Position: Q1 2026 in Review

AWM Capital increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.04% in Q1 2026, buying an estimated $127 and bringing the position to 9,270 shares worth $287K. The position accounts for 0.03% of the portfolio, ranked #100.

AWM Capital first reported a position in SCHM in Q3 2021 and has held it in 15 quarters since. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

AWM Capital held 9,270 shares of Schwab US Mid-Cap ETF worth $287K as of Q1 2026.
AWM Capital bought 4 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $127.
Schwab US Mid-Cap ETF made up 0.03% of AWM Capital's portfolio in Q1 2026, its #100 holding.
AWM Capital first reported a position in Schwab US Mid-Cap ETF in Q3 2021 and has held it in 15 quarters since.
1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on AWM Capital's 13F filing for Q1 2026, filed 12 May 2026.