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Berkeley Inc’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Berkeley Inc’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 		$329K Sell
10,636
-339
-3% -$10.8K 0.11% 68
2025
Q4 		$330K Sell
10,975
-1,597
-13% -$47.6K 0.1% 71
2025
Q3 		$373K Sell
12,572
-134
-1% -$3.9K 0.12% 61
2025
Q2 		$356K Sell
12,706
-899
-7% -$23.7K 0.13% 66
2025
Q1 		$356K Buy
13,605
+1
+0% +$28 0.17% 54
2024
Q4 		$377K Sell
13,604
-14,506
-52% -$413K 0.2% 51
2024
Q3 		$778K Buy
28,110
+13,818
+97% +$367K 0.23% 52
2024
Q2 		$371K Sell
14,292
-5,850
-29% -$153K 0.23% 48
2024
Q1 		$547K Sell
20,142
-738
-4% -$18.8K 0.33% 44
2023
Q4 		$524K Sell
20,880
-1,476
-7% -$33.8K 0.33% 48
2023
Q3 		$504K Sell
22,356
-225
-1% -$5.33K 0.34% 53
2023
Q2 		$535K Buy
22,581
+21
+0.1% +$473 0.36% 53
2023
Q1 		$510K Sell
22,560
-225
-1% -$5.18K 0.37% 51
2022
Q4 		$498K Sell
22,785
-255
-1% -$5.59K 0.38% 52
2022
Q3 		$465K Sell
23,040
-453
-2% -$10.1K 0.39% 52
2022
Q2 		$491K Sell
23,493
-8,670
-27% -$200K 0.39% 53
2022
Q1 		$813K Sell
32,163
-336
-1% -$8.42K 0.57% 45
2021
Q4 		$871K Sell
32,499
-102
-0.3% -$2.72K 0.58% 48
2021
Q3 		$833K Sell
32,601
-1,995
-6% -$52.1K 0.61% 44
2021
Q2 		$903K Sell
34,596
-882
-2% -$22.8K 0.65% 44
2021
Q1 		$880K Buy
35,478
+66
+0.2% +$1.6K 0.65% 44
2020
Q4 		$805K Buy
+35,412
New +$739K 0.65% 45

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

Berkeley Inc's SCHM Position: Q1 2026 in Review

Berkeley Inc reduced its Schwab US Mid-Cap ETF (SCHM) stake by 3.1% in Q1 2026, selling an estimated $10.8K and leaving 10,636 shares worth $329K. The position accounts for 0.11% of the portfolio, ranked #68.

Berkeley Inc first reported a position in SCHM in Q4 2020 and has held it in 22 quarters since. The position peaked at $903K in Q2 2021. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Berkeley Inc held 10,636 shares of Schwab US Mid-Cap ETF worth $329K as of Q1 2026.
  • Berkeley Inc sold 339 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $10.8K.
  • Schwab US Mid-Cap ETF made up 0.11% of Berkeley Inc's portfolio in Q1 2026, its #68 holding.
  • Berkeley Inc first reported a position in Schwab US Mid-Cap ETF in Q4 2020 and has held it in 22 quarters since.
  • Berkeley Inc's Schwab US Mid-Cap ETF position peaked at $903K in Q2 2021.
  • 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Berkeley Inc's 13F filing for Q1 2026, filed 24 Apr 2026.