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Beacon Pointe Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Beacon Pointe Advisors’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 		$45.9M Buy
1,482,850
+107,212
+8% +$3.41M 0.24% 91
2025
Q4 		$41.4M Sell
1,375,638
-48,339
-3% -$1.44M 0.29% 80
2025
Q3 		$42.2M Sell
1,423,977
-184,672
-11% -$5.38M 0.36% 56
2025
Q2 		$45.1M Buy
1,608,649
+13,535
+0.8% +$357K 0.47% 39
2025
Q1 		$41.8M Sell
1,595,114
-45,127
-3% -$1.26M 0.47% 41
2024
Q4 		$45.5M Sell
1,640,241
-56,445
-3% -$1.61M 0.5% 40
2024
Q3 		$47M Sell
1,696,686
-105,420
-6% -$2.8M 0.54% 41
2024
Q2 		$46.8M Sell
1,802,106
-2,856
-0.2% -$74.7K 0.55% 38
2024
Q1 		$49M Buy
1,804,962
+90,711
+5% +$2.31M 0.54% 37
2023
Q4 		$43M Sell
1,714,251
-20,643
-1% -$473K 0.51% 37
2023
Q3 		$39.1M Buy
1,734,894
+284,307
+20% +$6.74M 0.49% 41
2023
Q2 		$34.3M Sell
1,450,587
-125,361
-8% -$2.83M 0.56% 36
2023
Q1 		$35.6M Buy
1,575,948
+144,366
+10% +$3.32M 0.61% 33
2022
Q4 		$31.3M Sell
1,431,582
-66,018
-4% -$1.45M 0.61% 33
2022
Q3 		$30.2M Buy
1,497,600
+63,402
+4% +$1.41M 0.68% 30
2022
Q2 		$30M Sell
1,434,198
-52,632
-4% -$1.21M 0.63% 29
2022
Q1 		$37.6M Buy
1,486,830
+864,930
+139% +$21.7M 0.52% 37
2021
Q4 		$16.7M Sell
621,900
-13,695
-2% -$365K 0.43% 53
2021
Q3 		$16.2M Buy
635,595
+552
+0.1% +$14.4K 0.4% 64
2021
Q2 		$16.6M Sell
635,043
-114,201
-15% -$2.95M 0.59% 38
2021
Q1 		$18.6M Buy
749,244
+2,310
+0.3% +$56K 1.14% 18
2020
Q4 		$17M Sell
746,934
-20,688
-3% -$431K 1.16% 19
2020
Q3 		$14.2M Sell
767,622
-29,667
-4% -$550K 1.37% 14
2020
Q2 		$14M Buy
797,289
+629,709
+376% +$10.3M 1.4% 12
2020
Q1 		$2.35M Buy
167,580
+37,638
+29% +$689K 0.37% 59
2019
Q4 		$2.6M Buy
129,942
+9,801
+8% +$190K 0.81% 30
2019
Q3 		$2.26M Buy
120,141
+147
+0.1% +$2.78K 0.98% 27
2019
Q2 		$2.28M Buy
119,994
+31,428
+35% +$588K 0.83% 29
2019
Q1 		$1.63M Sell
88,566
-3,945
-4% -$70.5K 0.61% 52
2018
Q4 		$1.48M Buy
+92,511
New +$1.62M 0.9% 31

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

Beacon Pointe Advisors's SCHM Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Schwab US Mid-Cap ETF (SCHM) stake by 7.8% in Q1 2026, buying an estimated $3.41M and bringing the position to 1,482,850 shares worth $45.9M. The position accounts for 0.24% of the portfolio, ranked #91.

Beacon Pointe Advisors first reported a position in SCHM in Q4 2018 and has held it in 30 quarters since. The position peaked at $49M in Q1 2024. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Beacon Pointe Advisors held 1,482,850 shares of Schwab US Mid-Cap ETF worth $45.9M as of Q1 2026.
  • Beacon Pointe Advisors bought 107,212 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $3.41M.
  • Schwab US Mid-Cap ETF made up 0.24% of Beacon Pointe Advisors's portfolio in Q1 2026, its #91 holding.
  • Beacon Pointe Advisors first reported a position in Schwab US Mid-Cap ETF in Q4 2018 and has held it in 30 quarters since.
  • Beacon Pointe Advisors's Schwab US Mid-Cap ETF position peaked at $49M in Q1 2024.
  • 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.